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.


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User Interface of Sharesight Professional's portfolio and dividend tracker for accountants and financial advisers
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For accountants

Save time with automated dividend tracking and comprehensive tax reporting at the click of a button.
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For financial advisers

Deepen client relationships. Reveal their real-time performance in one easy to share dashboard.
Learn more
Screenshot of Sharesight's reports page on laptop screen

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.

No frills pricing model

Pay for what you need. Never pay more than $12 per portfolio per month.

USD per portfolio/per month.

Portfolios

$12

5-19
Portfolios

$10.8

20-49
Portfolios

$9.6

50-99
Portfolios

$8.4

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:

See what our customers are saying on Trustpilot

Automate your practice with a 30-day free trial

No credit card needed.


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