Become a better investor
Take control of your portfolio with Sharesight’s award-winning portfolio tracker.
All 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 75 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.
Start by tracking up to 10 holdings for free
Upgrade any time to track more holdings and unlock advanced features.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 share 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 suppor team whenever you need assistance, plus leverage our help content, YouTube channel, and recorded webinars.
Start by tracking up to 10 holdings for free
Upgrade any time to track more holdings and unlock advanced features.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 75 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.
Don’t just take our word for it
Trusted by investors just like you
250,000+
Users from 100+ countries
40+
Stock exchanges supported
3M
Individual holdings tracked
170+
Online brokers supported
Award-winning portfolio tracking
