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Sharesight
43
Stack Score
Editorial pick✓ Verified working
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Sharesight

Global portfolio tracker for serious investors.

Try Sharesight✓ Free trial available

Best for

Best for serious investors with holdings across multiple international markets.

At a glance

Pricing
freemiumfrom $19/mo
Setup time
30 minutes
Learning curve
moderate
Last verified
5/26/2026

What we love

  • Best global portfolio coverage
  • Tax reports useful in AU/UK/NZ
  • API for financial advisors

Where it falls short

  • Pricing climbs with holdings
  • US users get less benefit
  • Some brokers need CSV import

Pricing

✓ Pricing verified Jun 21, 2026

3 tiers

Free

$0

per month

  • 10 holdings

Investor

$19

per month

  • 20 holdings + tax

Expert

$45

per month

  • Unlimited

Overview

Sharesight is a global portfolio tracker — multi-currency, multi-broker, dividend tracking, tax reporting. Strong in AU/UK/NZ markets.

Key features

  • Multi-broker portfolios
  • Multi-currency
  • Dividend + tax reporting
  • 40+ exchanges
  • API for advisors

Best use cases

Global investor tracking

Track holdings across AU/UK/NZ/US/EU brokers in one tool.

Tax reporting

Generate CGT + dividend tax reports for filing.

Integrations

40+ brokers
API
Xero
CSV import

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