All your managed funds in one place

Automatically track your performance and dividends across 700,000+ managed funds, stocks and ETFs worldwide.


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Swap your spreadsheet for Sharesight

Reduce your investment portfolio admin with Sharesight’s automatic managed fund tracker.

See your managed fund dividend income

Calculate your capital gains, tax, dividends, distributions and currency fluctuations.

Benchmark against other managed funds

Compare against a world of investments – benchmark against other funds, stocks or ETFs.

The best tool to track your managed funds

With Sharesight’s portfolio tracking tool, you can see all your managed funds in one place. We allow you to automatically track trades from 200+ global brokers, making it easy to stay up to date on the performance of your funds (plus the rest of your investments), even across multiple brokers.

Best tool to track your managed funds and mutual funds
60+ stock exchanges and fund providers supported by Sharesight

Sharesight supports 60+ stock exchanges and fund providers

Sharesight receives daily price and performance data for thousands of funds across Australia, New Zealand, Canada, the US, Luxembourg, Ireland and the UK, plus dozens of other leading stock exchanges worldwide. Check if we support your markets here.

We work with all your favourite brokers and apps

Sharesight integrates with hundreds of brokers and finance apps, including CommSec, CMC Markets and Selfwealth.


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Plans & 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. And as a bonus, your Sharesight subscription may be tax deductible. *


Free

For getting started with the basics

-

1 Portfolio

10 Holdings

1 Custom group

Starter

For simple reporting and portfolio management

$19

AUD per month
billed annually

$25.33 AUD billed monthly

Tax pack

1 Portfolio

30 Holdings

3 Custom groups

Standard

For advanced insights across multiple portfolios

$29

AUD per month
billed annually

$38.67 AUD billed monthly

Tax pack

4 Portfolios

Unlimited Holdings

5 Custom groups

Premium

For professional-grade reporting and support

$49

AUD per month
billed annually

$65.33 AUD billed monthly

Tax pack

10 Portfolios

Unlimited Holdings

10 Custom groups

*Prices in AUD including GST. Sharesight might be tax-deductible, ask your accountant for details.

We support 12,700+ ANZ managed funds and mFunds

Track over 12,000 AU/NZ managed funds with Sharesight

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AUNZ managed funds (1)

Managing client portfolios?

Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than 13.50 per portfolio, per month.


Business pricing
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