Pricing
Your first 10 holdings are free!
Join over 250,000 investors who track their portfolios on Sharesight.
get started for freeFree plan
1 portfolio
10 holdings
Limited reporting
Automatic dividends
Price alerts
Help centre
Community forum
Starter plan
1 portfolio
20 holdings
Limited reporting
Automatic dividends
Price alerts
Chat support
Help centre
Community forum
Investor plan
6 portfolios
Unlimited holdings
Advanced reporting
Everything in Starter plus
Cash Accounts
Capital Gains Tax Report
Xero Integration
Benchmarking
Email support
Chat support
Help centre
Community forum
Expert plan
10 portfolios
Unlimited holdings
Full reporting
Everything in Investor plus
Contribution Analysis Report
5 custom groups
Priority email support
Priority chat support
Help centre
Community forum
Prices in CAD and tax-free. All paid plans include a 7 day free trial.
| Compare Plans | Free plan $0/mo Sign Up | Starter plan $19/mo Sign Up | Investor plan $31/mo Sign Up | Expert plan $39/mo Sign Up |
|---|---|---|---|---|
| Portfolios | 1 | 1 | 6 | 10 |
| Holdings | 10 | 20 | Unlimited | Unlimited |
| Custom Groups | 1 | 1 | 2 | 5 |
| Customer Support | Basic | Basic | Standard | Priority |
| Portfolio Features | Free plan $0/mo Sign Up | Starter plan $19/mo Sign Up | Investor plan $31/mo Sign Up | Expert plan $39/mo Sign Up |
|---|---|---|---|---|
| Supported Markets | ||||
| Automatic Dividends & Adjustments | ||||
| Price & Portfolio Email Alerts | ||||
| Mobile App | ||||
| Trade Confirmation Email Imports | ||||
| Record Unlisted Investments | ||||
| Portfolio Sharing | ||||
| Cash Accounts | ||||
| Benchmarking | ||||
| File Attachments | ||||
| Labels & Report Filtering | ||||
Xero Integration  |
| Reports | Free plan $0/mo Sign Up | Starter plan $19/mo Sign Up | Investor plan $31/mo Sign Up | Expert plan $39/mo Sign Up |
|---|---|---|---|---|
| Performance | ||||
| Taxable Income | ||||
| Historical Cost | ||||
| Sold Securities | ||||
| All Trades | ||||
| Capital Gains Tax | ||||
| Future Income | ||||
| Diversity | ||||
| Contribution Analysis | ||||
| Multi-Currency Valuation | ||||
| Multi-Period |