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
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.

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 400,000+ investors track their investments with Sharesight. Here’s what a few of them have to say:

Automate your practice with a 30-day free trial

No credit card needed.


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