Track all your investments in one place


Sharesight’s award-winning performance and tax reporting lets you track shares, bonds, managed funds, ETFs and LICs from over 30 exchanges worldwide. You can also track 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.

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Track your dividends

Import your trading history, then sit back and watch as corporate actions such as dividends and share splits are automatically incorporated.
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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 The Happy Saver
Get 4 months free when you purchase an annual premium plan1.

Swap your spreadsheet for Sharesight

Tracking your investments used to be a hassle. Sharesight makes it easy.

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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.

Taxable Income Report - NZ : Sharesight

Special offer for followers of The Happy Saver
Get 4 months free when you purchase an annual premium plan1.

Upload your holdings, and we’ll take it from there

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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.
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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.
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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.

See how Sharesight simplifies portfolio tracking

Special offer for followers of The Happy Saver
Get 4 months free when you purchase an annual premium plan1.

Don’t just take our word for it

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
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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.

FREE


$0/mo

1 portfolio
10 holdings
Limited reporting

STARTER


$19/mo

$152/yr 33% discount
1 portfolio
20 holdings
Limited reporting

INVESTOR


$31/mo

$248/yr 33% discount
3 portfolios
Unlimited holdings
Advanced reporting

EXPERT


$48/mo

$384/yr 33% discount
4 portfolios
Unlimited holdings
Full reporting

Award-winning portfolio tracking

Award Logo - Xero Add-on 2014
Award Logo - Afiniation 2015
Award Logo - Finnies 2017
Award Logo - Benzinga Global Fintech 2018
Award Logo - Fintech Business 2017 2018 2019

1Get 4 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.

Try Sharesight today
Track 10 holdings for free.
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