Sharesight tracks stocks, ETFs, dividends and tax reports across brokers. Free plan for 10 holdings; paid plans from $7/month billed annually.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Sharesight is an online stock portfolio tracker and reporting tool for investors. It brings stocks, ETFs, dividends, precious metals, brokers and global markets into one consolidated view, so investors can drop the spreadsheet and spend less time on admin. The company says more than 200,000 investors use it, and it supports more than 700,000 stocks, ETFs and funds.
Sharesight is not a bank, broker or trading platform. Users cannot deposit, hold, transfer or withdraw money or securities through it. It is a SOC 2 certified tracking and reporting service, which means it shows the full picture of holdings kept elsewhere rather than executing trades. The company has offices in Wellington and Sydney and serves customers in more than 150 countries.
Investors import their trades, and Sharesight tracks price, performance and dividends from there. It integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers, and lists more than 200 software, broker and partner integrations. Trades can also be imported from confirmation emails, and unlisted investments can be recorded alongside listed ones.
Corporate actions such as dividends, dividend reinvestment plans and share splits are updated automatically in the portfolio. Cash accounts and property can be added next to holdings. Reports then compare performance across brokers and assets, with charts, price updates and currency updates. Portfolios and tax reports can be shared with an accountant.
The reporting suite is the core of the product. All plans include Performance, Sold Securities and All Trades reports. Paid plans add Diversity and Exposure reports for asset allocation, and Standard and Premium add Future Income, Contribution Analysis, Multi-Currency Valuation and Drawdown Risk. Premium alone includes Multi-Period reporting for comparing performance across different time periods.
Other capabilities include price and portfolio email alerts, portfolio sharing, file attachments on paid plans, and labels with report filtering on Standard and Premium. Tracking covers stocks, ETFs and funds in more than 60 markets, plus crypto. Two-factor authentication is available, and the company states it is SOC 2 and GDPR compliant.
Sharesight is an online portfolio tracker and reporting tool for investors. It consolidates stocks, ETFs, funds, dividends and precious metals from multiple brokers and shows performance, dividends and tax-related reports.
Sharesight has a free plan, then Starter at $7 per month billed annually, Standard at $18 and Premium at $23.25. Monthly billing costs $9.33, $24 and $31 respectively. Prices are in USD and taxes may apply.
Yes. The Free plan covers 1 portfolio, 10 holdings including closed positions and 1 custom group, and requires no credit card. Free users also get a demo portfolio with sample data to explore advanced reports.
Sharesight says it integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers. The site lists more than 200 software, broker and partner integrations.
No. Sharesight is a SOC 2 certified tracking and reporting service, not a bank, broker or trading platform. You cannot deposit, hold, transfer or withdraw money or securities through it.
Yes, but only on the Standard and Premium plans. Portfolios and tax reports can also be shared with an accountant on the platform.
Sharesight offers a separate Business plan for accountants, advisors and family offices. It includes client permission management, consolidated reporting across clients and professional branding options. Pricing is available by booking a demo.
Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication to protect accounts.