Swap your spreadsheet for Sharesight

Tracking your portfolio in a spreadsheet is a hassle. Our award-winning portfolio tracker makes it easy.



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Swap your spreadsheet for Sharesight

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.

No more spreadsheets

Automate your portfolio tracking

Replace your Excel spreadsheet with a purpose-built portfolio tracker, built by investors, for investors.


Know your performance

Know your true performance

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

Track multiple asset classes

Track multiple asset classes

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

Make insight-driven decisions

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.
Powerful performance insights

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.


taxable-income-report-ca-sharesight-min

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


Upload your holdings

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

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

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


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.


Free

$0

Forever

1 Portfolio
10 Holdings
1 Custom group
Limited reporting
Basic support

Starter

$14

Per month
Billed annually

$19 billed monthly

1 Portfolio
20 Holdings
1 Custom group
Limited reporting
Basic support

Investor

$23

Per month
Billed annually

$31 billed monthly

4 Portfolios
Unlimited Holdings
2 Custom groups
Advanced reporting
Standard support

Expert

$29

Per month
Billed annually

$39 billed monthly

10 Portfolios
Unlimited Holdings
5 Custom groups
Full reporting
Priority support

*Prices in CAD and tax-free. All paid plans include a 7 day free trial.

Award-winning portfolio tracking

Xero award winner 2014
Finnies award winner 2017
Benzinga finalist 2018
Fintech finalist 2017 2018 2019
Wealthtech award winner 2020
Fintech awards finalist 2020