Sharesight

About Sharesight

Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups.

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Pricing

Free Trial Not Available
Starts at $12.0. Offers Free-forever plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Online

Sharesight Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Free

Features

Portfolios : 1
Holdings : 10
Custom Groups : 1
Supported Markets
Automatic Dividends an Adjustments
Price and Portfolio Email Alerts
Mobile App
Broker Email Imports
Record Unlisted Investments
Portfolio Sharing
Performance
Taxable Income
Historical Cost
Sold Securities
All Trades

Starter $12.00 $12.00 per month

$132 per Year billed Yearly

Features

Portfolios : 1
Holdings : 20
Custom Groups : 1
Includes features of Free plan

Investor $19.00 $19.00 per month

$209 per Year billed Yearly

Features

Portfolios : 3
Holdings : Unlimited
Custom Groups : 2
Includes features of Starter plan, plus
Cash Accounts
Benchmarking
File Attachments
Labels and Report Filtering
Xero Integration
Future Income
Diversity

Expert $25.00 $25.00 per month

$275 per Year billed Yearly

Features

Portfolios : 5
Holdings : Unlimited
Custom Groups : 5
Includes features of Investor plan, plus
Contribution Analysis

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Disclaimer: The pricing details were last updated on 25/10/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Sharesight Pricing.

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Sharesight Reviews

User Rating

4.4/5 (Based on 105 Ratings)

Ratings Distribution

Excellent
77.1%
Very Good
6.7%
Average
3.8%
Poor
2.9%
Terrible
9.5%

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Review Summary

Sharesight, a share portfolio tracker, has received mixed reviews. Users appreciate its intuitive interface, detailed reporting features, and extensive integrations with popular trading platforms. However, some find the pricing structure confusing and express concerns regarding the accuracy of data and the lack of tax reporting capabilities. Overall, Sharesight is a solid option for investors seeking a comprehensive portfolio tracking tool, but users should carefully consider their specific needs and budget before committing.

Pros

Userfriendly interface simplifies portfolio tracking and investment management.
Comprehensive features including tax reporting, dividend tracking, and performance analysis.
Supports a wide range of investments, including stocks, ETFs, and mutual funds.