All your managed funds in one place

Automatically track your performance and dividends across 500,000+ managed funds, stocks and ETFs worldwide.


Sign up for free
User Interface of Sharesight's portfolio and dividend tracker with property, investment, bitcoin and currency icons

Swap your spreadsheet for Sharesight

Reduce your investment portfolio admin with Sharesight’s automatic managed fund tracker.

See your managed fund dividend income

Calculate your capital gains, tax, dividends, distributions and currency fluctuations.

Benchmark against other managed funds

Compare against a world of investments – benchmark against other funds, stocks or ETFs.

The best tool to track your managed funds

With Sharesight’s portfolio tracking tool, you can see all your managed funds in one place. We allow you to automatically track trades from 200+ global brokers, making it easy to stay up to date on the performance of your funds (plus the rest of your investments), even across multiple brokers.

Best tool to track your managed funds and mutual funds
60+ stock exchanges and fund providers supported by Sharesight

Sharesight supports 60+ stock exchanges and fund providers

Sharesight receives daily price and performance data for thousands of funds across Australia, New Zealand, Canada, the US, Luxembourg, Ireland and the UK, plus dozens of other leading stock exchanges worldwide. Check if we support your markets here.

We work with all your favourite brokers and apps

Sharesight integrates with hundreds of brokers and finance apps, including Sharesies, Hatch and Jarden Direct.


View our partners
Sharesies logo
Hatch logo
Jarden Direct logo
ASB Securities logo
Interactive Brokers logo
phone

Plans & 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. And as a bonus, your Sharesight subscription may be tax deductible. *


Free

$0

Forever

1 Portfolio
10 Holdings
1 Custom group
Limited reporting
Basic support

Starter

$12

NZD per month
billed annually

$16 NZD billed monthly

1 Portfolio
30 Holdings
3 Custom groups
Limited reporting
Standard support

Investor

$29

NZD per month
billed annually

$38.67 NZD billed monthly

4 Portfolios
Unlimited Holdings
5 Custom groups
Advanced reporting
Standard support

Expert

$49

NZD per month
billed annually

$65.33 NZD billed monthly

10 Portfolios
Unlimited Holdings
10 Custom groups
Full reporting
Priority support

*Prices in NZD including GST. Sharesight might be tax-deductible, ask your accountant for details. All paid plans include a 7 day free trial.

We support 12,700+ ANZ managed funds and mFunds

Track over 12,000 AU/NZ managed funds with Sharesight

Read the article
AUNZ managed funds (1)

Managing client portfolios?

Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than 13.50 per portfolio, per month.


Professional pricing
Graphic design of pie chart, cone and circles