Sharesight 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Sharesight

3.3

(3)

Pricing

Pricing available upon request

About Sharesight

Sharesight is an online investment portfolio tracker for tracking stocks, dividends, ETFs & more used by over 450,000 investors from around the world.

Sharesight imports data from your broker to automatically track dividends, trades, stock splits, corporate actions, currency changes & more.

Users can utilise Sharesight to see total annualized returns over any period and get all the information needed for all their investments in one place, without having to log into multiple platforms. Users can also securely share portfolios.

Sharesight Screenshots

Sharesight Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Sharesight Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of Sharesight
Alerts/Notifications
Categorization/Grouping
Client Portal
Cryptocurrency Tracking
Data Import/Export
Financial Analysis
For Investment Advisors
For Investors & Traders
For Traders
Historical Reporting
Investment Management
Investments Tracking
Mobile Access
Monitoring
Multi-Currency
Performance Metrics
Portfolio Accounting
Portfolio Management
Portfolio Reporting
Side-by-Side Comparison
Stock Management
Stock Tracking
Tax Management
Watch List

Sharesight Integrations

Xero

Sharesight User Reviews

Overall Rating

3.3

Ratings Breakdown

33%

67%

Secondary Ratings

Ease of Use

3.3

Value for money

2.5

Customer support

4.5

Functionality

3.7

Have you used Sharesight and would like to share your experience with others?

Keith S.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 12 months

Review source

Reviewed September 2022

Sharesight is a great product

Brilliant product, invaluable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the fact that the web support is helpful. For example, my broker Finecobank, was not set up with them, so I ask, and they enabled integration.

Cons:

There is a small lag, as it is database intensive. But its only a second or so.

Geoff M.

Verified reviewer

Investment Management

Self-Employed

Used daily for free trial

Review source

Reviewed July 2023

Tried to set it up -- walked away

Walking away because I need a more complete solution.

Ratings Breakdown

Ease of use

Functionality

Pros:

Seemed like it should handle everything I need, including ability to group holdings across brokerage accounts according to user need

Cons:

Can't auto-import your portfolio from even the most widely used brokerage in the USA, Fidelity. Can manually upload with a spreadsheet -- but only trades, not dividends. Can't automatically learn about new transactions in the brokerage account without needing access to my broker emails (transaction confirmation) -- which don't provide share counts.

Henk V.

Verified reviewer

Investment Management

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed August 2025

Watch out for the incremental upgrading required from Free to Standard

I was disappointed in the end due to the pricing - it just costs too much for the value you get as a smallish investor. I will explore an alternative approach since Sharesight is not critical to my reporting.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to use and get reports, and the support is good. I'm on the Starter plan AUD19/m (paid annually) for 30 holdings. I have to forward my trades by email because the integration with my platform does not work fully

Cons:

I think their pricing model is sneaky. Even old stocks add to the 'holdings' definition, which is not intuitive, and as a result, it's nearly impossible to stay on the Starter plan and keep old reports because sold shares, etc, are treated as holdings in the account.

Showing 1 - 3 of 3 Reviews