Portfolio tracking made easy
Tracking your investment portfolio used to be difficult. But with Sharesight it’s easy!
Track investments in shares, bonds, managed funds and ETFs from over 30 exchanges worldwide with Sharesight’s award-winning performance and tax reporting, wrapped up in an easy-to-use, online portfolio tracker. Try Sharesight today.
Track investments in shares, bonds, managed funds and ETFs from over 30 exchanges worldwide with Sharesight’s award-winning performance and tax reporting, wrapped up in an easy-to-use, online portfolio tracker. Try Sharesight today.
Track your dividends
Import your trading history, then sit back and watch as corporate actions such as dividends and share splits are automatically incorporated.
Know your true performance
Understand exactly how your investments are performing with daily price & currency updates, plus powerful reports and optional email alerts.
Save time and money
Share secure access to your portfolio with your accountant in a few clicks and you’ll be on your way to saving time and money during tax time.
Special offer for followers of Money King NZ
Get 2 months free when you purchase an annual premium plan1.
Trusted by investors just like you
$10b
Total value of investments tracked
30+
Stock exchanges supported
100,000
Users from over 60 countries
150+
Online brokers supported
Special offer for followers of Money King NZ
Get 2 months free when you purchase an annual premium plan1.Built in NZ, for NZ investors
Investors just like you use Sharesight to get all the info they need to lodge their IRD tax returns.
Tax residency
Set your portfolio base currency to NZD, and automatically calculate currency fluctuations for any foreign shares.
IRD tax status
Set your tax satus to Investor or Trader, and indicate your NZ Resident Withholding Tax Rate.
Financial year
By default, the end of financial year for New Zealand portfolios is 31 March, but you may edit it as required.
See how Sharesight simplifies portfolio tracking
Upload your holdings, and we’ll take it from there
1 - 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.
2 - Get automagic updates
Sit back and watch as corporate action data (such as dividends and share splits) are automatically incorporated – going back up to 20 years, and ongoing.
3 - 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.
Special offer for followers of Money King NZ
Get 2 months free when you purchase an annual premium plan1.Plans and 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.
Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.
FREE
$0/mo
1 portfolio10 holdings
Limited reporting
STARTER
$15/mo
$165/yr 8.33% discount1 portfolio
20 holdings
Limited reporting
INVESTOR
$25/mo
$275/yr 8.33% discount3 portfolios
Unlimited holdings
Advanced reporting
EXPERT
$39/mo
$429/yr 8.33% discount4 portfolios
Unlimited holdings
Full reporting
Don’t just take our word for it
Award-winning portfolio tracking
1Get 2 months free off an annual premium plan when you upgrade within 60 days of signing-up. Open to new or existing Free plan users only. May not be combined with other offers.