Special offer for ASA members
Save 50% off an annual plan – use code asa2018 and upgrade by 28 February 20191.

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.



1 portfolio
10 holdings
Limited reporting



1 portfolio
20 holdings
Limited reporting



3 portfolios
Unlimited holdings
Advanced reporting



5 portfolios
Unlimited holdings
Full reporting
Special offer for ASA members
Save 50% off an annual plan – use code asa2018 and upgrade by 28 February 20191.

1Offer expires 28 February 2019. Use code asa2018 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