Frequently Asked Questions

Who is Sharesight for?

Sharesight is a portfolio tracking and reporting tool for anyone who owns investments, has a desire to understand how those investments are actually performing, or needs to produce tax reports. We have plans for individuals, accountants, and professional investors.

But don’t take our word for it, sign up to our free plan and try it for yourself.

How does Sharesight work?

Sharesight automatically calculates the performance of your overall portfolio and individual shares over any time period. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.

We then provide you with a number of different tools that allow you to view your portfolio’s true performance, but in different ways. For example, you can use one of our graphing features such as our growth graph, value graph or our sophisticated performance index chart.

In addition, you can benchmark your performance against an extensive number of common funds or markets.

We also provide different options for grouping your holdings, including grouping them by market, country, industry classification, investment type, or you could use our custom groupings feature and group your holdings based on an asset allocation model of your choosing.

Sharesight also provides a comprehensive suite of reports. All users, including those on our Free plan, have access to our Performance Report, Dividend Tax Report, Sold Securities Report and Historical Cost Report. Additional reports are available to users on our paid plans that will offer you further insight into your share portfolio’s true performance.

Watch our explainer video to see it in action:

What can I track in Sharesight?

You can use Sharesight to track the following investments:

Please note that Sharesight does not allow tracking of short selling or CFDs.

What do I need to get started?

All you need in order to sign up is an email address. Then, once you’re in Sharesight, you can create a holding for any investment. It doesn’t even have to be an investment that you own. You can add Apple or Microsoft, just to see how it all works. When you’re ready, you can update or delete these holdings and add the shares you actually own. It’s as simple as that.

How do I import my share portfolio?

We integrate with a growing list of online brokers which allows you to automatically import and track all your trading history in just a few clicks.

You can also import your trading history via CSV (Excel) or simply by entering trades manually.

How much will Sharesight cost me?

You may track up to 10 holdings for free. Once you have more than 10 investments, or would like access to our advanced features and full reporting suite, you may choose to upgrade to a paid plan (with a free trial). See our pricing plans for more information.

Which stock exchanges does Sharesight support?

Sharesight currently supports over 36 Stock Exchanges. That means that the data such as prices, dividends and corporate actions for holdings from these markets will update automatically in your Sharesight portfolio.

Quick Links: Africa, North America, ANZ, Asia, Europe

If a market you invest in not listed below, you may add your holding as a custom investment.

Africa – Supported Stock Exchanges
Market CodesStock ExchangesPrice delay on Sharesight
JSEJohannesburg Stock ExchangeEnd of Day
North America – Supported Stock Exchanges
Market CodesStock ExchangesPrice delay on Sharesight
AMEXNYSE AmericanEnd of Day
BATSBATS ExchangeEnd of Day
CNSXCanadian Securities ExchangeEnd of Day
CVEToronto TSX Ventures ExchangeEnd of Day
NASDAQNASDAQ Stock ExchangeEnd of Day
NYSEThe New York Stock ExchangeEnd of Day
OTCBBOTC Bulletin BoardEnd of Day
OTCOther OTCEnd of Day
TSEToronto Stock ExchangeEnd of Day
North America – Supported Mutual Funds
Mutual Fund CodesMutual FundPrice delay on Sharesight
FundCACanadian Mutual FundsDaily
ANZ – Supported Stock Exchanges
Market CodesStock ExchangesPrice delay on Sharesight
ASXAustralian Securities Exchange20 minutes
NZXNew Zealand Stock Exchange20 minutes
ANZ – Supported Managed Funds
Managed Fund CodesManaged FundPrice delay on Sharesight
FundAUAustralia Managed FundsDaily
FundNZNew Zealand Managed FundsDaily
mFundManaged FundsDaily
Asia – Supported Stock Exchanges
Market CodesStock ExchangesPrice delay on Sharesight
BSEBombay Stock Exchange LimitedEnd of Day
HKGHong Kong Stock ExchangeEnd of Day
KRXKorea ExchangeEnd of Day
NSENational Stock Exchange of IndiaEnd of Day
SHEShenzhen Stock ExchangeEnd of Day
SGXSingapore ExchangeEnd of Day
TAITaiwan Stock ExchangeEnd of Day
TYOTokyo Stock ExchangeEnd of Day
Europe – Supported Stock Exchanges
Market CodesStock ExchangesPrice delay on Sharesight
EURONEXTEuronext AmsterdamEnd of Day
BITBorsa Italiana Milan Stock ExchangeEnd of Day
BMEBolsas y Mercados EspañolesEnd of Day
FRADeutsche Börse Frankfurt Stock ExchangeEnd of Day
EURONEXTEuronext BrusselsEnd of Day
EURONEXTEuronext LisbonEnd of Day
EURONEXTEuronext ParisEnd of Day
LSELondon Stock ExchangeEnd of Day
CSENasdaq Nordic CopenhagenEnd of Day
ICENasdaq Nordic IcelandEnd of Day
HELNasdaq Nordic HelsinkiEnd of Day
STONasdaq Nordic StockholmEnd of Day
OSLOslo Stock ExchangeEnd of Day
SWXSIX Swiss ExchangeEnd of Day
Europe – Supported Mutual Funds
Mutual Fund CodesManaged FundPrice delay on Sharesight
FundUKUK Mutual FundsDaily

Who owns Sharesight?

Sharesight was started by a father and son in New Zealand in 2007. Today, we’re owned by customers turned investors and are proud of our fierce independence. In fact, our last capital raises were funded by investors like you.

How do I keep my investments up-to-date in Sharesight?

Simply add your buy and sell transactions — Sharesight automatically records any corporate actions, including dividends, share splits, and capital returns. But don’t worry, you’re able to edit all automatically populated data.

Doesn’t my broker / financial adviser offer me all of these features already?

No. Your broker’s revenue stream is dependant on trades. Every time you buy and sell, your broker takes a cut of the transaction. As such, your broker has an incentive to see you trade more regularly. We don’t. Sharesight is either free or has a low fixed monthly cost (See our pricing plans for more information).

Our mission is to offer you the best visibility we can into your portfolio’s true performance. We have no hidden agenda, or incentives that might cause us to stray from this single goal.

As such we believe our performance calculations, automatic dividend importing and other complex corporate action processing, graphing features, performance and tax reports are second to none. We’re confident you won’t find another tool that gives you such a comprehensive understanding of your assets.

Ultimately, the best way to understand what Sharesight is all about is to sign up and try it for yourself. We’re confident that you’ll agree that it’s the best portfolio tracker available today.