Investopedia names Sharesight best portfolio tracker for DIY investors

We are proud to share that Investopedia has named Sharesight the Best Portfolio Tracker for DIY Investors in its 2025 'Best Portfolio Management Software Tools' review.

This recognition reaffirms what our users already know — managing investments shouldn’t require a finance degree or costly advisory services. As DIY investing grows globally, more individuals are taking control of their financial futures, yet tracking performance, tax implications, and portfolio health across multiple platforms remains a challenge that spreadsheets simply can’t address efficiently. Sharesight fills this gap by offering professional-grade portfolio insights in an intuitive platform built specifically for individual investors.

Investopedia’s evaluation process

In their comprehensive evaluation, Investopedia's research team analysed 10 leading portfolio management platforms across 576 different factors, ranging from reporting capabilities to user experience. Their verdict? Sharesight is "the best choice for do-it-yourself (DIY) investors because of its easy-to-use and well-thought-out platform, designed specifically to help retail investors move beyond spreadsheets when tracking their portfolios".

Among the strengths highlighted in Investopedia's analysis:

• Global tracking capabilities for stocks and mutual funds
• Support for international accounts and holdings
• Portfolio benchmarking features
• Flexible pricing tiers suitable for everyone from beginners to advanced investors.

Global tracking for a global market

One of the key strengths highlighted in Investopedia's review is our global tracking capability. In today's interconnected markets, investors are increasingly diversifying across international exchanges and asset classes. Sharesight's ability to track investments across multiple markets and currencies gives DIY investors a true picture of their portfolio's performance — something that was previously available only to professional money managers.

Whether you're tracking investments on the ASX, LSE or US exchanges (and more), cryptocurrencies or even property, Sharesight provides a single dashboard that automatically handles currency conversions and performance calculations.

Beyond basic performance tracking

While many platforms offer basic performance metrics, Sharesight stands apart by providing deeper insights that matter to serious investors:

• True annualised performance calculations that account for the timing of cash flows
• Dividend tracking including upcoming dividend payments
• Risk reporting tailored to your specific investments
• Contribution analysis to identify which investments are driving your returns
• Custom benchmarking to measure performance against relevant indices.

These features are why half a million DIY investors have moved beyond spreadsheets and basic brokerage statements to gain better visibility into their investment performance.

Our commitment to DIY investors

Since our founding, Sharesight has been built specifically for individual investors who want professional-quality portfolio tracking without the complexity and cost of enterprise solutions. This recognition from Investopedia reinforces our commitment to continuing along this path.

"Being named as the best choice for DIY investors by Investopedia is particularly meaningful because it aligns perfectly with our mission," says Doug Morris, Sharesight CEO.

"We've always focused on empowering individual investors with the tools they need to make informed decisions, and we'll continue enhancing our platform based on their feedback."

Looking forward

As DIY investing continues to evolve, so will Sharesight. We're continuously working on new features and improvements based on user feedback and changing market conditions. The investment landscape may be complex, but tracking your portfolio doesn't have to be.

Whether you're just starting your investment journey or managing a sophisticated portfolio across multiple asset classes, we're honored that Investopedia has recognised Sharesight as the best solution for DIY investors.

Become a savvy investor with Sharesight

Join over 500,000 investors worldwide using Sharesight to get deeper insights into their portfolio and make informed investing decisions. With Sharesight you can:

• Track all your investments in one place, including stocks in over 60 major global markets, mutual/managed funds, property, and even cryptocurrency
• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, exposure, multi-period, multi-currency valuation, risk and future income (upcoming dividends)
• Easily share access of your portfolio with family members, your accountant or other financial professionals so they can see the same picture of your investments as you do

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.