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 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.
Special offer for followers of Late Cycle Investing
Save 4 months when you purchase an annual premium plan1.Swap your spreadsheet for Sharesight
Tracking your portfolio used to be a hassle. Sharesight makes it easy.
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.
Powerful performance insights
Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs.
Special offer for followers of Late Cycle Investing
Save 4 months when you purchase an annual premium plan1.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.
All your dividends, in one place
Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments over any time period, broken-up by local Canadian and foreign income.
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 balances.
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 any stock or ETF, and see your asset allocation and portfolio diversity by country, sector and more.
Special offer for followers of Late Cycle Investing
Save 4 months when you purchase an annual premium plan1.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
170+
Online brokers supported
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.
Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.
FREE
$0/month
1 portfolio
10 holdings
Limited reporting
STARTER
$13/month billed yearly
33% discount
(or $19/month)
1 portfolio
20 holdings
Limited reporting
INVESTOR
$21/month billed yearly
33% discount
(or $31/month)
4 portfolios
Unlimited holdings
Advanced reporting
EXPERT
$26/month billed yearly
33% discount
(or $39/month)
10 portfolios
Unlimited holdings
Full reporting
Award-winning portfolio tracking
1Save 4 months on 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.