All your mutual funds in one place

Automatically track your performance and dividends across 500,000+ mutual funds, stocks and ETFs worldwide.


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Swap your spreadsheet for Sharesight

Reduce your investment portfolio admin with Sharesight’s automatic mutual fund tracker.

See your mutual fund dividend income

Calculate your capital gains, tax, dividends, distributions and currency fluctuations.

Benchmark against other mutual funds

Compare against a world of investments – benchmark against other funds, stocks or ETFs.

The best tool to track your mutual funds

With Sharesight’s portfolio tracking tool, you can see all your mutual funds in one place. We allow you to automatically track trades from 200+ global brokers, making it easy to stay up to date on the performance of your funds (plus the rest of your investments), even across multiple brokers.

Best tool to track your managed funds and mutual funds
60+ stock exchanges and fund providers supported by Sharesight

Sharesight supports 60+ stock exchanges and fund providers

Sharesight receives daily price and performance data for thousands of funds across Australia, New Zealand, Canada, the US, Luxembourg, Ireland and the UK, plus dozens of other leading stock exchanges worldwide. Check if we support your markets here.

We work with all your favourite brokers and apps

Sharesight integrates with hundreds of brokers and finance apps, including Questrade, CIBC Investors Edge and RBC Direct.


View our partners
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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.


Free

$0

Forever

1 Portfolio
10 Holdings
1 Custom group
Limited reporting
Basic support

Starter

$9

CAD per month
billed annually

$12 CAD billed monthly

1 Portfolio
30 Holdings
3 Custom groups
Limited reporting
Standard support

Investor

$23.25

CAD per month
billed annually

$31 CAD billed monthly

4 Portfolios
Unlimited Holdings
5 Custom groups
Advanced reporting
Standard support

Expert

$29.25

CAD per month
billed annually

$39 CAD billed monthly

10 Portfolios
Unlimited Holdings
10 Custom groups
Full reporting
Priority support

*Prices in CAD. Taxes may apply. All paid plans include a 7 day free trial.

We support 40,000+ Canadian mutual funds

Track Canadian mutual funds with Sharesight

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Track Canadian Mutual Funds with Sharesight (1)

Managing client portfolios?

Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than 13.50 per portfolio, per month.


Professional pricing
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