Sharesight
Online portfolio and dividend tracker with broker imports and tax reports.
- Verified facts
- 7 of 7
- Alternatives ranked
- 3
- Approved reviews
- 0
- Visits sent from here
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About Sharesight
Sharesight is a web-based investment tracker for people who hold shares, ETFs, funds and crypto across several brokers. It can import trades automatically from a long list of brokers, updates prices and currency rates, and records dividends, dividend reinvestment and share splits for you, so performance figures include income and currency effects. Reports cover performance, diversity and tax, and you can share access with an accountant. It started in New Zealand and is widely used in Australia, New Zealand, Canada and the UK, with local tax reports. There is a free plan limited to one portfolio and ten holdings, and paid plans add more holdings, portfolios and advanced reports, billed monthly or annually. It suits dividend and long-term investors who want automated record keeping rather than maintaining a spreadsheet.
Best for: Dividend and long-term investors who want automatic tracking across brokers and tax reports.
Pros and cons
What works
- Imports trades from many brokers
- Dividends and corporate actions recorded automatically
- Tax reports you can share with an accountant
- Free plan for small portfolios
Why people leave
- Free plan is capped at 10 holdings
- Advanced reports only on higher paid plans
- Your data lives on Sharesight's servers
Top Sharesight alternatives
See all 3- 1
Monarch Money67.6Combines investment tracking with budgeting and spending in one paid app.
- 2
Portfolio Performance66.5Free, open-source desktop app that keeps your data local, if you can enter trades yourself.
- 3
Ghostfolio62.6Open-source web dashboard you can self-host instead of trusting a hosted service.
Why people left Sharesight
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Reviews
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Sharesight: common questions
Is Sharesight free?
Sharesight has a free plan and paid plans. Free plan: Yes, 1 portfolio, 10 holdings (checked on Sharesight's own site).
Is Sharesight open source?
No, Sharesight is not open source. Open-source alternatives include Portfolio Performance and Ghostfolio.
What platforms does Sharesight run on?
Sharesight is available for Web.
What are the best alternatives to Sharesight?
The highest-ranked Sharesight alternatives right now are Monarch Money, Portfolio Performance and Ghostfolio. See the full ranked list for pricing, platforms and verified facts.