Become a better investor

Take control of your portfolio with Sharesight’s award-winning portfolio tracker.

Your investments in one place, not all over the place

Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide, plus Canadian mutual funds. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.

Powerful features that will help make you a better investor

Know your true performance and make insight-driven decisions, with a powerful portfolio tracker built for investors, by investors.

Effortless setup

Sign up and add your holdings – either by connecting to your broker, uploading a spreadsheet, or manually entering your entire trading history or an opening balance.

Multiple asset classes

Track shares, ETFs, Canadian mutual funds, global currencies (including cryptocurrencies), private equity, alternatives, real estate and other investments in a single place.

Automatic updates

Sit back and watch as share prices, currency effects and corporate actions such as dividends and stock splits are automatically incorporated, going back 20 years and ongoing.

Performance data

Analyse your portfolio or individual holding’s total annualised returns – including the impact of capital gains/losses, brokerage, currency effects and dividends.

Data-driven insights

Chart your performance, benchmark your portfolio against the market, and visualise your asset allocation and portfolio diversity by country, sector, or your own custom groupings.

Tax reporting

Get everything you need for balance sheet preparation plus comprehensive tax reports including taxable income, capital gains tax, sold shares, historical cost, and more.

Mobile app

Go mobile with a handy app designed for iPhone & Android phones, plus the full version of Sharesight works great on tablets as well as computers.

Simple sharing

Grant secure access to your family members, accountant, and advisor, according to the level of access they require: read, read/write, or admin.

Helpful support

Reach out to our support team whenever you need assistance, plus leverage our help content, YouTube channel, and recorded webinars.

Tracking multiple portfolios, brokers, and currencies
just got a lot easier

Do you manage multiple portfolios, such as a trading account, RRSP and TFSA? And do you use different brokers, or trade on stock markets other than your local exchange? If you answered yes to any of these questions, then Sharesight will be even more valuable for you:

Track multiple portfolios

Manage all your portfolios in one place, including your day-to-day trading account, RRSP, TFSA and more. You no longer need to log in to each brokerage account to see how you're doing. Instead, let Sharesight give you a holistic view of your investments.

See currency impacts

See the impact of currency fluctuations on your holdings and portfolio. Plus, use the Multi-Currency Valuation Report to view your portfolio in over 100 currencies. This is especially handy if you trade in currencies other than the Canadian dollar.

Make tax time a breeze

Leverage Sharesight’s record-keeping features to save time and money at tax time. With everything in one place – including taxable income and capital gains tax – you’ll have everything you need to do your taxes or share the info with your accountant.