Pro benefits that make you more efficient, so you can boost revenue and grow your business

Sharesight Pro combines all the information accountants and financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.

End shoebox syndrome

Badgering clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Having everything in one place puts an end to file-chasing and ensures everyone’s on the same page.

Simplify portfolio admin

Imagine client portfolios that are always up-to-date with the latest trade, currency and corporate action data. Use your new-found time to attract new clients, or claim back some hours in your day.

Deepen client relationships

With tax and performance reporting taken care of, you’ll have more time for more rewarding, pro-active activities such as tax planning and forward-looking investment discussions.

Powerful Pro features
that will change the way you work

Keeping track of your client’s share portfolios used to be a hassle. Sharesight Pro makes it simple. Want automatic trade recording with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight Pro in a nutshell.

  • Effortless setup

    Choose the level of detail you want in each portfolio – from opening balances to complete trading histories – all imported it in just a few clicks.

  • Automatic updates

    Sit back and watch as share prices, currency effects and corporate actions such as dividends and share splits are automatically incorporated.

  • Simple sharing

    Grant access to staff and clients according to the level of access they require: read, read/write, or admin.

  • Comprehensive tax reporting

    Get everything you need for balance sheet preparation plus comprehensive tax-time reports including taxable income, historical cost, and more.

  • Seamless Xero integration

    Synchronise share purchases, sales, and dividends to leading online accounting system Xero for easy bank statement reconciliation. Plus track cash balances for complete financial positions.

  • Powerful performance data

    Analyse a portfolio or individual holding’s true returns – including brokerage, currency effects and dividends. Plus run easy-to-read diversity, asset allocation and contribution analysis reports.

  • Mobile app

    Go mobile with a handy app designed for iPhone & Android phones, plus the full version of Sharesight works great on tablets as well as computers.

  • Branded reports

    Apply your logo to marketing flyers and PDF reports so they’re personalised with your company brand when you download and share them with clients.

  • Helpful support

    Reach out to your dedicated account manager whenever you need assistance, plus leverage online tutorials and an active community forum.

Simple pricing, no commitment

Whether you need to track 5 portfolios or 500, you never pay more than $12 per portfolio, per month. And the more portfolios you set up, the more affordable it gets.

  • $12

    per portfolio/month
    (from $60/month)
  • 5-19 portfolios

  • $10.80

    per portfolio/month
    (from $216/month)
  • 20-49 portfolios

  • $9.60

    per portfolio/month
    (from $480/month)
  • 50-99 portfolios

  • GOLD
  • $8.40

    per portfolio/month
    (from $840/month)
  • 100+ portfolios

Prices in USD.

With Sharesight, there are no hidden fees, no extras that you have to pay for and no contracts. Just one simple price. And you can put us to the test with a free 30-day no-risk trial – no credit card required.

See for yourself how Sharesight Pro makes managing client portfolios a breeze

Easy sign-up
No billing details or credit card required
No hidden fees or contracts
Upgrade, downgrade or cancel anytime
Start your 30-day free trial

Need fewer than 5 portfolios? The retail edition of Sharesight might be for you.

Financial professionals love Sharesight Pro…

  • Sharesight allows my clients to see what’s going on in their portfolios and I can see what is going on in each investment.

    Peter Small

    Peter Small Sharesight Pro Customer

  • Record keeping for my clients investment trusts just got simple.

    Andrew Haynes

    Andrew Haynes Sharesight Pro Customer

  • Sharesight has allowed us to assist our clients to manage their long term investment strategies.

    Peter Naude

    Peter Naude Sharesight Pro Customer

  • We recommend Sharesight as there is nothing else in the space that comes close. It has a great look and feel and just seems to work.

    Martin Dowse

    Martin Dowse Sharesight Pro Customer

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