All your investments in one place, not all over the place.

Track shares and ETFs from over 40 exchanges worldwide, plus Canadian & US mutual funds. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties.

Assets into Sharesight portfolio bar chart

Know your true performance

See the true performance of all your holdings – no matter where they live.

Track multiple asset classes

Track private equity, alternatives, real estate and more – all in a single place.

Make insight-driven decisions

Drive financial decisions knowing your end-of-day dynamic wealth position.

Swap your investment spreadsheet for Sharesight

Managing your investment portfolio used to involve hours spent manually updating a spreadsheet. Online investment portfolio tools like Sharesight make it easy.

Powerful investment performance & tax reports

Track investment performance over any period

Calculate the impact of capital gains, dividends and currency fluctuations on your portfolio with the Performance Report. Break down your performance along a range of preset and custom dimensions including country, market, industry and more. Compare how different investments perform within your portfolio and add custom labels to further filter the report.

Visualise your portfolio diversity

Track your asset allocation and calculate your portfolio diversity across FACTSET investment classifications or your own groupings with the Diversity Report. This makes it easy to rebalance your portfolio to your target asset allocation.

Track all your investment income

Report your investment income from dividends, distributions and interest payments with the Taxable Income Report. With historical dividend data going back over 20 years, the report breaks up local (Canadian) and foreign income and can be run at any time, over any time period to help you complete your taxes.

Calculate your capital gains tax

Calculate your capital gains tax on investments with the Capital Gains Tax Report, using the ‘Adjusted Cost Base’ sale allocation method as per Canada Revenue Agency (CRA) rules.

Report on all trades made

Need a complete view of all the trades you made during the financial year? View your trading history using the All Trades Report. Export your investment activity and share it with your accountant or financial advisor to make tax time a breeze.

Built for Canadian investors

Investors just like you use Sharesight to get all the info they need to report investment income to file tax returns with the CRA.

Tax residency

Set your portfolio currency to Canadian dollars and automatically track currency impacts for any non-Canadian stocks.

CRA tax entities

Choose your portfolio type from a range of CRA tax entities - Non-Registered, RRSP, RRIF, or TFSA.

CA tax year

Set your tax year to match the Canadian financial year ending 31 December, to automate your tax reporting.

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

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.

Get automatic updates

Sit back and watch as corporate action data (such as dividends and stock splits) are automatically incorporated – going back up to 20 years, and ongoing.

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.

Don't just take our word for it

Over 300,000+ investors track their investments with Sharesight. Here’s what a few of them have to say:

Trusted by 300,000+ investors just like you

40

Stock exchanges supported

240,000+

Stocks, ETFs and funds tracked

200+

Online brokers supported

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.