Portfolio tracking made easy

Keeping track of investments used to be a hassle. Sharesight makes it simple. Want automatic holding updates, with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight in a nutshell.
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Track your dividends

Import your trading history, then sit back and watch as corporate actions such as dividends, DRPs and share splits are automatically incorporated.
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Know your true performance

Understand exactly how your investments are performing with daily price & currency updates, plus powerful reports and optional email alerts.

Save time and money

Share access to your portfolio and tax reports with your accountant in a few clicks and you’ll be on your way to saving time and money during tax time.
Special offer for ASA members
Get 2 months free off an annual premium plan when you sign-up using this button1.
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Built for Canadian investors

Investors just like you use Sharesight to get all the info they need to file their CRA tax returns.
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Tax residency

Set your portfolio currency to Canadian dollars and automatically track currency impacts for any foreign shares.
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CRA tax entities

Choose your portfolio type – Non-Registered, RRSP, RRIF, or TFSA – and we’ll take care of the rest.
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Tax year

The financial year for Canadian portfolios is set to 31 December, but you may edit it as required.
Special offer for ASA members
Get 2 months free off an annual premium plan when you sign-up using this button1.

Upload your holdings, and we’ll take take it from there

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1 - 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 balance.
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2 - Get automagic updates

Sit back and watch as corporate action data (such as dividends and share splits) are automatically incorporated – going back up to 20 years, and ongoing.
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3 - Gain powerful insights

Graph your performance, benchmark your portfolio against market indexes, see your asset allocation, and visualise your portfolio diversity by market, sector, country, and more.

See how Sharesight simplifies portfolio tracking

Special offer for ASA members
Get 2 months free off an annual premium plan when you sign-up using this button1.

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.

FREE


$0/mo

1 portfolio
10 holdings
Limited reporting

STARTER


$15/mo

1 portfolio
20 holdings
Limited reporting

INVESTOR


$25/mo

6 portfolios
Unlimited holdings
Advanced reporting

EXPERT


$32/mo

10 portfolios
Unlimited holdings
Full reporting

Don’t take our word for it

1Get 2 months free off 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.

Try Sharesight today
Track 10 holdings for free.
Sign up for Free