Swap your spreadsheet for Sharesight
Tracking your portfolio in a spreadsheet is a hassle. Our award-winning portfolio tracker makes it easy.
Sign up for free
No more spreadsheets
70% of Sharesight users previously used a spreadsheet to track their portfolio. See for yourself why they made the switch to Sharesight.
Automate your portfolio tracking
Replace your Excel spreadsheet with a purpose-built portfolio tracker, built by investors, for investors.
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.
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.
Powerful performance insights
Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs.
- Option to benchmark against any stock, ETF or mutual fund.
- See the impact of capital gains, dividends and currency fluctuations on your portfolio and against your benchmark.
- Calculate your total annual return over any time period.
- Options to include open and closed (sold) positions.
- Group by market, sector, industry, investment type, country, or your own custom groups.
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.
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 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 investors just like you
Stock exchanges supported
Stocks, ETFs and funds tracked
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.
1 Custom group
$19 billed monthly
1 Custom group
$31 billed monthly
2 Custom groups
$39 billed monthly
5 Custom groups
Prices in CAD and tax-free. All paid plans include a 7 day free trial.