Frequently Asked Questions

Sharesight is a portfolio tracking and reporting tool for anyone who owns investments, has a desire to understand how those investments are actually performing, or needs to produce tax reports. We have plans for individuals, accountants, and professional investors.

But don’t take our word for it, signup to our free plan and try it for yourself.

Sharesight automatically calculates the performance of your overall portfolio and individual shares over any time period. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.

We then provide you with a number of different tools that allow you to view your portfolio’s true performance, but in different ways. For example, you can use one of our graphing features such as our growth graph, value graph or our sophisticated performance index chart.

In addition, you can benchmark your performance against an extensive number of common funds or markets.

We also provide different options for grouping your holdings, including grouping them by market, country, industry classification, investment type, or you could use our custom groupings feature and group your holdings based on an asset allocation model of your choosing.

Sharesight also provides a comprehensive suite of reports. All users, including those on our free plan, have access to our Performance Report, Dividend Tax Report, Sold Securities Report and Historical Cost Report. Additional reports are available to users on our paid plans that will offer you further insight into your share portfolio’s true performance.

All you need is an email address. Once you’ve signed up, you can create a holding for any investment. It doesn’t even have to be an investment that you own, so you can try adding Facebook or Microsoft, just to see how it all works. When you’re ready, you can update or delete these holdings and add the shares you actually own. It’s as simple as that.

You can import your trading history via CSV (Excel) or simply by entering trades manually.

We also integrate with a growing list of online brokers which allows you to automatically import and track all your trading history in just a few clicks.

You may track up to ten holdings for free. Once you have more than ten investments, or would like access to our advanced features and full reporting suite, you may choose to upgrade to a paid plan (which you can trial free for a month). See our pricing plans for more information.

Sharesight currently supports stocks listed on the following stock exchanges:

• Australian Stock Exchange (ASX)
• Bolsa de Madrid (BME)
• Borsa Italiana Milan (BIT)
• Börse Frankfurt (FRA)
• Canadian Stock Exchanges (CSNX, TSE, CVE)
• EURONEXT (Paris, Lisbon, Brussels, Amsterdam)
• Hong Kong Stock Exchange (HKG)
• Johannesburg Stock Exchange (JSE)
• Indian Stock Exchanges (BSE & NSE)
• London Stock Exchange (LSE)
• NASDAQ
• New Zealand Stock Exchange (NZX)
• NYSE
• Singapore Exchange (SGX)
• SIX Swiss Exchange (SWX)
• Tokyo Stock Exchange (TYO)

We have the potential to support up to 200+ stock exchanges and are steadily adding support for new markets as interest demands.

In addition to stocks, you can also monitor: managed funds listed on ASX/NZX, ETFs, mFunds, listed bonds, cash, fixed interest holdings and unlisted assets. Currency movements are automatically incorporated into your total position for all foreign investments.

Sharesight was started by a father and son team based in New Zealand. Learn more about our story.

Simply add your buy and sell transactions — Sharesight automatically records any corporate actions, including dividends, share splits, and capital returns. But don’t worry, you’re able to edit all automatically populated data.

An easy way to keep-up with your buy and sell transactions is to have your broker forward contract notes to your unique Sharesight email address. Sharesight will instantly record the transactions and save the PDFs in your portfolio. This feature is currently available for over 50 online brokers.

No. Your broker’s revenue stream is dependant on trades. Every time you buy and sell, your broker takes a cut of the transaction. As such, your broker has an incentive to see you trade more regularly. We don’t. Sharesight is either free or has a low fixed monthly cost (See our pricing plans for more information).

Our mission is to offer you the best visibility we can into your portfolio’s true performance. We have no hidden agenda, or incentives that might cause us to stray from this single goal.

As such we believe our performance calculations, automatic dividend importing and other complex corporate action processing, graphing features, performance and tax reports are second to none. We’re confident you won’t find another tool that gives you such a comprehensive understanding of your assets.

Ultimately, the best way to understand what Sharesight is all about is to signup and try it for yourself. We're confident that you'll agree that it's the best portfolio tracking system available today.