All your investments in one place, not all over the place.
Track stocks and ETFs from over 40 exchanges worldwide. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties.
Special offer for followers of A Rich Life
Save 4 months when you purchase an annual premium plan1.
Know your true performance
See the true performance of all your holdings – no matter where they live.
Track multiple asset classes
Track private equity, alternatives, real estate and more – all in a single place.
Make insight-driven decisions
Drive financial decisions knowing your end-of-day dynamic wealth position.
Swap your investment spreadsheet for Sharesight
Managing your investment portfolio used to involve hours spent manually updating a spreadsheet. Online investment portfolio tools like Sharesight make it easy.
Special offer for followers of A Rich Life
Save 4 months when you purchase an annual premium plan1.Powerful investment performance & tax reports
Track investment performance over any period
Calculate the impact of capital gains, dividends and currency fluctuations on your portfolio with the Performance Report. Break down your performance along a range of preset and custom dimensions including country, market, industry and more. Compare how different investments perform within your portfolio and add custom labels to further filter the report
Visualise your portfolio diversity
Track your asset allocation and calculate your portfolio diversity across FACTSET investment classifications or your own groupings with the Diversity Report. This makes it easy to rebalance your portfolio to your target asset allocation.
Track all your investment income
Report your investment income from dividends, distributions and interest payments, broken-up by local and foreign income sources with the Taxable Income Report. With historical dividend data going back over 20 years, The report can be run at any time, over any time period to help you complete your taxes.
Calculate your realized gains
Calculate realised (realized) gains across all the stocks, ETFs and funds you’ve sold during the year with the Sold Securities Report. Run the report to see gains on sold positions calculated using the average cost base of holdings in your portfolio and share the report with your accountant for further analysis.
Report on all trades made
Need a complete view of all the trades you made during the financial year? View your trading history using the All Trades Report. Export your investment activity and share it with your accountant or financial advisor to make tax time a breeze.
Built for investors everywhere
Investors in over 100 countries use Sharesight to effortlessly aggregate all the info they need to file their tax returns.
Tax residency
Set your portfolio base currency and automatically track currency impacts for any foreign stocks.
Custom tax year
Set your tax year to match your country’s financial year to help facilitate your tax reporting.
Over 40 markets
Track price and dividend information on over 240,000 stocks, ETFs and funds listed on over 40 global exchanges.
Special offer for followers of A Rich Life
Save 4 months when you purchase an annual premium plan1.Upload your holdings, and we’ll take it from there
Upload your holdings
Sign up and add your holdings – either by connecting to your broker, uploading a spreadsheet, or manually entering your trading history or opening balances.
Get automatic updates
Sit back and watch as corporate action data (such as dividends and stock splits) are automatically incorporated – going back up to 20 years, and ongoing.
Gain powerful insights
Graph your performance, benchmark your portfolio against any stock or ETF, and see your asset allocation and portfolio diversity by country, sector and more.
Don’t just take our word for it
Over 300,000 investors track their investments with Sharesight. Here’s what a few of them have to say:
Trusted by 300,000+ investors just like you
40+
Stock exchanges supported
240,000+
Stocks, ETFs and funds tracked
170+
Online brokers supported
Plans and pricing
Start by tracking up to 10 holdings for free!
Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.
Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.
FREE
$0/month
1 portfolio
10 holdings
Limited reporting
STARTER
$10/month billed yearly
33% discount
(or $15/month)
1 portfolio
20 holdings
Limited reporting
INVESTOR
$16/month billed yearly
33% discount
(or $24/month)
4 portfolios
Unlimited holdings
Advanced reporting
EXPERT
$21/month billed yearly
33% discount
(or $31/month)
10 portfolios
Unlimited holdings
Full reporting
Award-winning portfolio tracking
1Save 4 months on an annual premium plan when you upgrade within 60 days of signing-up. Open to new or existing Free plan users only. May not be combined with other offers.