Track your investment portfolio performance
Sharesight lets you track your stocks, mutual funds and other holdings in one place, so you always know the true performance of your investments.
Understand your performance
See your annualised portfolio performance over any time period.
Track your total return
See the impact of capital gains, dividends and currency fluctuations.
Benchmark your portfolio
Compare your portfolio or individual holdings to any stock, ETF, or mutual fund.
Swap your spreadsheet for Sharesight
Tracking your portfolio performance used to be a hassle. Sharesight makes it easy.
Simplify your portfolio performance tracking
Powerful performance insights
Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs.
How Sharesight calculates your investment performance
Track your performance over any period
Use the Performance Report to view the dollar or percentage returns of either your open, or open and closed (sold) positions over any time period. See the impact of capital gains, dividends, and currency fluctuations. Organise your holdings by preset groupings such as market or industry, or your own custom groups. Reorder columns, and add labels to your holdings to further filter the report. You can even export everything to a spreadsheet, PDF or Google Drive.
Get the most out of your portfolio
Labels & Custom Groups
Organise your holdings using labels and custom groups (great for asset allocation).
See how your portfolio is diversified across various groupings, at any point in time.
Share secure portfolio access with anyone, for free, with various permission levels.
Understand the drivers of your performance
(and easily identify non-performers)
The Contribution Analysis Report shows how each of your holdings contributes to your overall portfolio performance. Contributions are shown in both dollar and percentage figures, over any time period. And you can organize them according to preset groups such as market, industry, or your own custom groups. It’s the best way to track your preferred asset allocation methodology.
Don’t just take our word for it
“The Sharesight system is a great platform for monitoring investment performance and dividend tracking.”
— Steve S
— Steve S
“Offering unparalleled portfolio performance tracking, benchmarking and tax reporting features, Sharesight takes the headache out of portfolio administration.”
— Roger M
— Roger M
“It offers an extraordinarily simple way for me to track the performance of whatever I’ve bought all in one place.”