Special offer for AIA members
Save 50% off an annual plan – use code aia2018 and upgrade by 31 December 20181.

Lose the spreadsheet

Keeping track of investments used to be a hassle. Sharesight makes it simple. Want automatic holding updates, with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight in a nutshell.
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Track your dividends

Import your trading history, then sit back and watch as corporate actions such as dividends, DRPs 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 access to your portfolio and tax reports with your accountant in a few clicks and you’ll be on your way to saving time and money during tax time.

See how Sharesight simplifies portfolio tracking

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

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1 - Upload your holdings

Sign up and add your holdings – either by connecting to your online broker, uploading a spreadsheet, or manually entering your trading history or opening balances.
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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.

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


£9/mo

1 portfolio
20 holdings
Limited reporting

INVESTOR


£15/mo

3 portfolios
Unlimited holdings
Advanced reporting

EXPERT


£19/mo

5 portfolios
Unlimited holdings
Full reporting
Special offer for AIA members
Save 50% off an annual plan – use code aia2018 and upgrade by 31 December 20181.

Join the thousands of investors already using Sharesight to manage their investment portfolios…

  • This will allow you to pretty much throw away all of your spreadsheets

    Stephen Colman

    Stephen Colman Sharesight Customer

  • Much better than the spreadsheets it replaced. If you are an investor you need Sharesight

    Martin Dowse

    Martin Dowse Sharesight Customer

  • A lot of stuff is taken care of for me, automatically. Adding dividends, dividend reinvestment plan calculations, tax reports

    David McEwen

    David McEwen Sharesight Customer

  • It allows you to understand exactly how your investments are going

    Peter Naude

    Peter Naude Sharesight Customer

  • Sharesight is the best portfolio manager I've used

    Mike Deam

    Mike Deam Sharesight Customer

1Offer expires 31 December 2018. Use code aia2018 when upgrading. Open to new or existing Free plan users only. May not be combined with other offers.

Try Sharesight today
Track 10 holdings for free.
Sign up for Free