All your investments in one place, not all over the place.
Sharesight’s award-winning performance and tax reporting lets you track shares, listed bonds, managed funds, ETFs and LICs from over 30 exchanges worldwide. You can also track cash and 40 global currencies, as well as unlisted investments such as fixed interest and property. And it’s all wrapped up in an easy-to-use online portfolio tracker.
Special offer for followers of Money King NZ
Save 4 months when you purchase an annual premium plan1.Swap your spreadsheet for Sharesight
Tracking your portfolio used to be a hassle. Sharesight makes it easy.
Know your true performance
Automatically track the true performance of all your listed holdings and managed funds.
Track multiple asset classes
Track private equity, alternatives, real estate and other investments in a single place.
Make insight-driven decisions
Drive financial decisions knowing your end-of-day dynamic wealth position.
Powerful performance insights
Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs.
Special offer for followers of Money King NZ
Save 4 months 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 portfolio 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.
All your dividends, in one place
Use the Taxable Income Report to see a running total of all your dividends, over any time period, broken-up by local NZ and foreign income.
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
Save 4 months when you purchase an annual premium plan1.Don’t just take our word for it
Trusted by investors just like you
150,000+
Users from over 100 countries
30+
Stock exchanges supported
1.8M
Individual holdings tracked
170+
Online brokers supported
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 portfolio
10 holdings
Limited reporting
STARTER
$19/mo
$152/yr 33% discount1 portfolio
20 holdings
Limited reporting
INVESTOR
$31/mo
$248/yr 33% discount3 portfolios
Unlimited holdings
Advanced reporting
EXPERT
$48/mo
$384/yr 33% discount4 portfolios
Unlimited holdings
Full reporting
Award-winning portfolio tracking
1Save 4 months on 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.