Pricing & plans
Our portfolio plans grow along with you in your investing journey.
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
Compare plans and features
Core | Free | Starter | Investor | Expert |
|---|---|---|---|---|
Portfolios | 1 | 1 | 4 | 10 |
Holdings | 10 | 30 | Unlimited | Unlimited |
Custom groups | 1 | 3 | 5 | 10 |
Customer support | Basic | Standard | Standard | Priority |
Portfolio | ||||
|---|---|---|---|---|
Supported markets | ||||
Automatic dividends & adjustments | ||||
Price & portfolio email alerts | ||||
Trade confirmation email imports | ||||
Record unlisted investments | ||||
Portfolio sharing | ||||
Benchmarking | ||||
File attachments | ||||
Cash accounts | ||||
Labels & report filtering | ||||
Xero integration |
Reports | ||||
|---|---|---|---|---|
Performance | ||||
Taxable Income | ||||
Historical Cost | ||||
Sold Securities | ||||
All Trades | ||||
Diversity | ||||
Exposure | ||||
Capital Gains Tax | ||||
Future Income | ||||
Contribution Analysis | ||||
Multi-Currency Valuation | ||||
Drawdown Risk | ||||
Multi-Period |
Portfolio tracking for accountants and advisors: Try our business plan
Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than $13.50 per portfolio, per month.
Business pricing
Don't just take our word for it
Over 500,000+ investors track their investments with Sharesight. Here’s what a few of them have to say:
Sharesight Pricing FAQs
General questions
Can I change my plan later if my needs change?
Yes, you can upgrade or downgrade your plan at any time. Your billing will be adjusted accordingly.
Can I see examples of the advanced reports before I upgrade to a paid plan?
Yes! All free plan users will have access to a demo portfolio. This portfolio is populated with sample data and allows you to explore the full range of advanced reports, giving you a comprehensive look at the powerful features available in our paid plans.
Portfolio size & holdings
How do I know how many portfolios I need?
- Choose the Free or Starter plan if you only need to track a single portfolio.
- Choose the Investor plan if you need to track 2-4 separate portfolios (e.g., personal investments, retirement accounts, family portfolios).
- Choose the Expert plan if you need to track 5-10 portfolios.
I have more than 10 holdings but don't want to pay. What are my options?
The Free plan limits you to 10 holdings. If you have more than 10 holdings, you'll need to upgrade to at least the Starter plan (30 holdings) or consider the Investor or Expert plans for unlimited holdings.
What are "custom groups" and how many do I need?
Custom groups allow you to organise your investments into categories of your asset allocation strategy. The standard groups break down your investments by market, country, sector, industry etc. The number you need depends on how you want to analyze your investments:',
- Free plan: 1 custom group
- Starter plan: 3 custom groups
- Investor plan: 5 custom groups
- Expert plan: 10 custom groups
Reporting
What reporting features are available in all plans?
All plans include essential reports such as Performance, Taxable Income, Historical Cost, Sold Securities, and All Trades reports.
Which plan should I choose if I need diversity and exposure reporting?
The Starter, Investor, and Expert plans all include Diversity and Exposure reports. The Free plan does not include these reports.
I need advanced portfolio analysis. Which plan is right for me?
- Choose the Investor or Expert plan if you need Future Income, Contribution Analysis, Multi-Currency Valuation, or Drawdown Risk reports.
- Choose the Expert plan if you specifically need Multi-Period reporting for comparing performance across different time periods.
What's the difference between "Limited," "Advanced," and "Full" reporting?
- Limited reporting (Free and Starter plans): Includes basic performance and tax reports.
- Advanced reporting (Investor plan): Adds portfolio analysis tools like contribution analysis and multi-currency valuation.
- Full reporting (Expert plan): Includes all available reports, including the exclusive Multi-Period reporting.
Feature requirements
I need to attach documents to my investments. Which plan do I need?
The Starter, Investor, and Expert plans all support file attachments. The Free plan does not include this feature.
I want to use labels to categorise my investments. Which plan offers this?
Labels and report filtering are available in the Investor and Expert plans only.
Support level
What's the difference between Basic, Standard, and Priority support?
- Basic support (Free plan): Limited email support with longer response times.
- Standard support (Starter and Investor plans): Email support with standard response times.
- Priority support (Expert plan): Faster response times and prioritized assistance.
Do all plans have access to help documentation and guides?
Yes, all users have access to Sharesight's help documentation, guides, and community resources regardless of plan.
Price considerations
Is there a discount for annual billing?
Yes, you can save approximately 25% by choosing annual billing instead of monthly billing on all paid plans.
Is there a plan for professional investors or those with many portfolios?
Yes, the Expert plan is designed for advanced investors with up to 10 portfolios. For accountants and advisors managing client portfolios, we offer a separate Business plan. See sharesight.com/business for more on pricing.
Business users
I'm an accountant/advisor managing client portfolios. Which plan should I choose?
We recommend our Business plan for accountants and advisors. This plan charges $13.50 per portfolio per month, regardless of how many portfolios you manage (whether 5 or 500).
What are the benefits of the Business plan over the Expert plan?
The Business plan is specifically designed for professionals managing client portfolios with features like client permission management, consolidated reporting across clients, and professional branding options. It also offers a more cost-effective pricing structure for managing multiple client portfolios.
Can I start with a regular plan and upgrade to a Business plan later?
Yes, you can start with any individual plan and upgrade to a Business plan when your needs change.
Specific use cases
I'm a new investor with just a few stocks. Which plan is best for me?
The Free plan is perfect for beginners with up to 10 holdings in a single portfolio. As your portfolio grows, you can upgrade to an appropriate premium plan.
I have investments across multiple countries/currencies. Which plan should I choose?
The Investor or Expert plans are recommended for multi-currency investors as they include Multi-Currency Valuation reports and more advanced foreign exchange tracking.
I need detailed tax reporting. Which plan offers the best tax features?
All paid plans include tax reports, but the Investor and Expert plans offer more comprehensive tax planning features, including integration with accounting software like Xero. Please note that the free plan does not have any tax reports.
I manage investments for my family members. Which plan is appropriate?
The Investor plan (4 portfolios) or Expert plan (10 portfolios) would be suitable depending on how many separate portfolios you need to manage for your family members.
Security
Mobile app
Is the mobile app available for a free plan customer?
Yes, anyone can download the mobile app and enjoy the features of the portfolio tracking as well as the watchlist. It is free to use and download for anyone.