Alternatives tracker
Track your alternative investments in the same award-winning online portfolio tracker as your investments in stocks, ETFs, and managed/mutual funds.
Track your alternative investments and other holdings with Sharesight
Tracking alternative holdings in an investment portfolio that also includes stocks, ETFs and other assets used to mean hours spent manually updating a custom spreadsheet. With Sharesight, you can track all of your investments in one place with automatic price and performance updates – so you can spend less time maintaining investment spreadsheets, and more time investing.
Equities
Automatically track the price and performance of 240,000 stocks, ETFs and managed/mutual funds.
Hedge funds
Track the hedge funds and pooled investment funds you’ve invested into.
Structured products
Track structured products and market-linked investments.
Collectibles
Keep track of your collectibles, including coins, fine art, wine, and automobiles.
Start by tracking up to 10 holdings for free
Upgrade any time to track more holdings and unlock advanced features.Swap your investment spreadsheet for Sharesight
Managing your investment portfolio used to involve hours spent manually updating a spreadsheet. Online investment portfolio tools like Sharesight make it easy.
Get the most out of your portfolio
See your total return
Calculate your total annualised return including capital gains, dividends and currency fluctuations.
Track your dividend income
Report income from dividend, distribution and interest payments for all your investments.
Benchmark your performance
Compare your investments against any stock, ETF or managed/mutual fund in Sharesight’s database.
Start by tracking up to 10 holdings for free
Upgrade any time to track more holdings and unlock advanced features.Powerful investment performance & tax reports
Sharesight’s advanced reporting suite is designed by investors, for investors like you. Evaluate your portfolio performance, calculate your investment diversity, and track the performance contribution of your alternative holdings next to everything else in your portfolio so you can make smarter investment decisions today, tomorrow, and beyond.
Track your returns over any period
Calculate the impact of capital gains, dividends and currency fluctuations on your portfolio with the Performance Report. Break down your performance along a range of preset and custom dimensions including country, market, industry and more. Compare how different investments perform within your portfolio and add custom labels to further filter the report.
Visualise your portfolio diversity
Track your asset allocation and calculate your portfolio diversity across FACTSET investment classifications or your own groupings with the Diversity Report. Quickly visualise how much of your portfolio is allocated in Alternatives vs other assets and rebalance your portfolio to your target asset allocation.
Track all your investment income
Report your investment income from dividends, distributions and interest payments with the Taxable Income Report. With historical dividend data going back over 20 years, the report makes it easy to calculate both local (New Zealand) and foreign income. The report can be run at any time, over any time period to help you complete your taxes.
Calculate your realized gains
Calculate your taxable capital gains if you’re classified as a “trader” by New Zealand’s Inland Revenue Department (IRD) with the Traders Tax Report. Carry forward losses from previous reporting periods, plus model different sale allocation methods to optimise your net gain.
Assess your Foreign Investment Fund income
Know if you need to pay tax on income Foreign Investment Fund (FIF) classified investments according to the rules of New Zealand’s IRD with the FIF Report. If you exceed the FIF threshold (generally $50,000 for individuals), Sharesight will automatically calculate your FIF income using both the Fair Dividend Rate and Comparative Value methods for tax purposes.
Don’t just take our word for it
Over 300,000 investors track their investments with Sharesight. Here’s what a few of them have to say:
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.
And as a bonus, your Sharesight subscription may be tax deductible.†
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/month
1 portfolio
10 holdings
Limited reporting
STARTER
$19/month billed yearly
(or $25.33/month)
1 portfolio
20 holdings
Limited reporting
INVESTOR
$29/month billed yearly
(or $38.67/month)
4 portfolios
Unlimited holdings
Advanced reporting
EXPERT
$49/month billed yearly
(or $65.33/month)
10 portfolios
Unlimited holdings
Full reporting
Award-winning portfolio tracking
†If you are a New Zealand tax resident and you derive income from the sharemarket, your Sharesight subscription may be tax deductible. Check with your accountant for details.