# Sharesight Software Reviews, Demo & Pricing - 2026 > Review of Sharesight Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/investment-management/sharesight-profile --- [Home](https://www.softwareadvice.com/) / [Stock Portfolio Management Software](https://www.softwareadvice.com/stock-portfolio-management/) / Sharesight Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Sharesight 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Sharesight 3.3 [(3)](https://www.softwareadvice.com/investment-management/sharesight-profile/#reviews) 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 User Interface ## Popular Sharesight Alternatives Main Product Sharesight 3.3 [(3)](https://www.softwareadvice.com/investment-management/sharesight-profile/#reviews) Ratings Breakdown - 3.33Ease of use - 2.50Value for money - 4.50Customer support - 3.67Functionality Pricing Available upon request Alternative Product [PORTAX](https://www.softwareadvice.com/investment-management/portax-profile/) No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $89.00 per month Alternative Product [FundCount](https://www.softwareadvice.com/accounting/fundcount-profile/) 4.7 [(15)](https://www.softwareadvice.com/accounting/fundcount-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.09Value for money - 4.46Customer support - 4.43Functionality Pricing Starting at $21928.00 per year Alternative Product [Yardi Investment Manager](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/) 4.0 [(9)](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/reviews/) Ratings Breakdown - 3.89Ease of use - 4.0Value for money - 4.38Customer support - 3.78Functionality Pricing Available upon request Alternative Product [Cash App](https://www.softwareadvice.com/mobile-banking/cash-app-profile/) 4.2 [(691)](https://www.softwareadvice.com/mobile-banking/cash-app-profile/reviews/) Ratings Breakdown - 4.53Ease of use - 4.26Value for money - 3.55Customer support - 4.31Functionality Pricing Available upon request Alternative Product [Active Trader Pro](https://www.softwareadvice.com/investment-management/active-trader-pro-profile/) 3.2 [(13)](https://www.softwareadvice.com/investment-management/active-trader-pro-profile/reviews/) Ratings Breakdown - 3.23Ease of use - 3.42Value for money - 3.0Customer support - 3.38Functionality Pricing Available upon request ## Sharesight Pricing and Plans Starting price: Pricing available upon request Free Trial Free Version ## Sharesight Features - Popular features found in Stock Portfolio Management Portfolio Accounting Portfolio Management Stock Management Tax Management - More features of Sharesight Alerts/Notifications Benchmarking Bonds/Stocks Categorization/Grouping Client Management Client Portal Cryptocurrency Tracking Data Import/Export Financial Analysis Financial Management For Investment Advisors For Investors & Traders For Traders Historical Reporting Investment Management Investments Tracking Mobile Access Monitoring Multi-Currency Performance Metrics Portfolio Reporting Side-by-Side Comparison Stock Tracking Watch List ## Sharesight Integrations Xero Integration rated undefined from -1 review ## Sharesight User Reviews Overall Rating 3.3 Ratings Breakdown 5 0% 4 33% 3 67% 2 0% 1 0% 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? KS 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 4 Brilliant product, invaluable. Ratings Breakdown 3 Ease of use 4 Value for money 5 Customer support 5 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. Read More GM 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 3 Walking away because I need a more complete solution. Ratings Breakdown 3 Ease of use 2 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. Read More HV 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 3 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 4 Ease of use 1 Value for money 4 Customer support 4 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. Read More Showing 1 - 3 of 3 Reviews ## See what companies are saying about Software Advice