Pricing
Your first 10 holdings are free!
Join over 100,000 investors who track their portfolios on Sharesight.
get started for freeFree plan
1 portfolio
10 holdings
Limited reporting
Automatic dividends
Price alerts
Help centre
Community forum support
Starter plan
1 portfolio
20 holdings
Limited reporting
Automatic dividends
Price alerts
Chat support
Help centre
Community forum support
Investor plan
3 portfolios
Unlimited holdings
Advanced reporting
Everything in Starter plus
Cash Accounts
Xero Integration
Benchmarking
Email support
Chat support
Help centre
Community forum support
Expert plan
4 portfolios
Unlimited holdings
Full reporting
Everything in Investor plus
Contribution Analysis Report
5 custom groups
Priority email support
Priority chat support
Help centre
Community forum support
Prices in NZD including GST. All paid plans include a 7 day free trial.
| Compare Plans | Free plan $0/mo Sign Up | Starter plan $19/mo Sign Up | Investor plan $31/mo Sign Up | Expert plan $48/mo Sign Up |
|---|---|---|---|---|
| Portfolios | 1 | 1 | 3 | 4 |
| Holdings | 10 | 20 | Unlimited | Unlimited |
| Custom Groups | 1 | 1 | 2 | 5 |
| Customer Support | Basic | Basic | Standard | Priority |
| Portfolio Features | Free plan $0/mo Sign Up | Starter plan $19/mo Sign Up | Investor plan $31/mo Sign Up | Expert plan $48/mo Sign Up |
|---|---|---|---|---|
| Supported Markets | ||||
| Automatic Dividends & Adjustments | ||||
| Price & Portfolio Email Alerts | ||||
| Mobile App | ||||
| Trade Confirmation Email Imports | ||||
| Record Unlisted Investments | ||||
| Portfolio Sharing | ||||
| Cash Accounts | ||||
| Benchmarking | ||||
| File Attachments | ||||
| Labels & Report Filtering | ||||
Xero Integration  |
| Reports | Free plan $0/mo Sign Up | Starter plan $19/mo Sign Up | Investor plan $31/mo Sign Up | Expert plan $48/mo Sign Up |
|---|---|---|---|---|
| Performance | ||||
| Taxable Income | ||||
| Historical Cost | ||||
| Sold Securities | ||||
| All Trades | ||||
| Future Income | ||||
| Diversity | ||||
| Contribution Analysis | ||||
| Foreign Investment Fund (FIF) | ||||
| Traders Tax |