Sharesight
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$7 per month
Free Trial unavailable
Free version
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Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Retail and wholesale
- Agriculture, fishing, and forestry
What is Sharesight
Sharesight is an investment portfolio tracking and performance reporting platform used to monitor holdings across shares, ETFs, managed funds, and other securities. It supports individual investors and advisors who need consolidated portfolio views, return calculations, and income tracking across multiple brokers and markets. The product emphasizes performance measurement (including dividends and corporate actions) and tax-oriented reporting features such as capital gains and dividend summaries. It is typically used as a portfolio “book of record” for reporting rather than as a trading or execution system.
Strong performance reporting
Sharesight calculates portfolio performance using money-weighted and time-weighted return methodologies and incorporates dividends into return reporting. It tracks income and distributions and can present performance by holding, asset class, and time period. This makes it suitable for users who need ongoing performance measurement without a full institutional workstation.
Broad holdings and corporate actions
The platform supports multiple security types and markets and includes handling for common corporate actions such as splits and dividends. It provides transaction and holding histories that help reconcile changes in cost basis and position size over time. This reduces manual spreadsheet work for investors with long-lived portfolios and frequent corporate events.
Tax-oriented portfolio views
Sharesight includes reports aimed at tax preparation workflows, such as capital gains and dividend summaries, which can be exported for accountants or tax filing processes. It supports tracking of realized and unrealized gains based on recorded transactions. For many self-directed investors and small advisory practices, these reports cover common needs without requiring a broader financial planning suite.
Limited planning and advice tools
Sharesight focuses on portfolio tracking and reporting rather than holistic financial planning. It does not provide the same depth of cash-flow planning, goals-based planning, or client portal workflows found in dedicated planning platforms. Advisory firms that need end-to-end client onboarding, planning, and proposal generation may need additional systems.
Not an execution platform
The product is not designed for order management, trade execution, or rebalancing workflows typical of brokerage-integrated advisory stacks. Users generally maintain trading and custody functions in separate broker or custodian platforms. This can introduce operational overhead when users want a single system for both trading and performance reporting.
Data quality depends on inputs
Portfolio accuracy depends on correct transaction capture and timely handling of events such as dividends, splits, and symbol changes. When imports or corporate action data are incomplete, users may need to manually adjust transactions or holdings to keep reports accurate. This is a common constraint for portfolio trackers that aggregate data from multiple sources.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 | 1 portfolio; 10 holdings; 1 custom group; Limited reporting; Basic support; access to a demo portfolio (sample data to explore reports) |
| Starter | $7 per month (billed annually) / $9.33 per month (billed monthly) | 1 portfolio; 30 holdings; 3 custom groups; Limited reporting; Standard support |
| Standard | $18 per month (billed annually) / $24 per month (billed monthly) | 4 portfolios; Unlimited holdings; 5 custom groups; Advanced reporting; Standard support; Xero integration available |
| Premium | $23.25 per month (billed annually) / $31 per month (billed monthly) | 10 portfolios; Unlimited holdings; 10 custom groups; Full reporting (including Multi-Period); Priority support |
| Business (accountants/advisors) | Up to $13.50 per portfolio per month (usage-based; contact for details) | Pay-per-portfolio model for professional users; designed for managing many client portfolios; features for client permission management and consolidated reporting |
Seller details
Sharesight Limited
Wellington, New Zealand
2007
Private
https://www.sharesight.com/
https://x.com/sharesight
https://www.linkedin.com/company/sharesight/
