Built for accountants, advisers & professionals
Manage multiple client or personal portfolios in one place. Automatically track trades, dividend payments/corporate actions and performance across all your portfolios.
Start your free trial


Manage multiple portfolios with your desktop, not your desk
Quickly check any client portfolio at any time. We automate the tedious tasks so you can focus on growing your business.
Pay as you need pricing
A plan that can scale with your business.
*Prices in USD. Taxes may apply.
USD per portfolio/per month*
Portfolios
$13.5
5-19
Portfolios
$12
20-49
Portfolios
$10.5
50-99
Portfolios
$9.2
100+
Portfolios
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: