Sharesight

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

Sharesight is ranked #2 of 81 in portfolio management software on Inferse, made by Sharesight (Wellington, New Zealand and Sydney, Australia). It runs on Android, API, iOS, Web. There is a free plan. Paid plans start at $7/mo.

Compared on portfolio management software

Free plan: Yessharesight.com
Paid from: $7/user/mosharesight.com
Asset class coverage: multi_asset_alternativessharesight.com
Performance reporting: Yessharesight.com
Allocation analysis: Yessharesight.com
Risk analysis: Yessharesight.com
Tax-lot tracking: Yessharesight.com
Maximum portfolios: 1 portfoliossharesight.com

Facts

Free plan: Yessharesight.com · 20 Sept 2026
Asset class coverage: multi_asset_alternativessharesight.com · 20 Sept 2026
Performance reporting: Yessharesight.com · 20 Sept 2026
Allocation analysis: Yessharesight.com · 20 Sept 2026
Risk analysis: Yessharesight.com · 20 Sept 2026
Tax-lot tracking: Yessharesight.com · 20 Sept 2026
Maximum portfolios: 1sharesight.com · 20 Sept 2026
Free tier limits: The free plan supports 1 portfolio, 10 holdings including closed holdings, and 1 custom group.sharesight.com · 28 Sept 2026
Annual billing discount: Annual billing can save approximately 25% on all paid plans.sharesight.com · 28 Sept 2026
Signup payment: Free signup requires no credit card and has no commitment.sharesight.com · 28 Sept 2026
Business trial: The Business plan includes a 14-day free trial with no credit card needed.sharesight.com · 28 Sept 2026
Mobile app: The mobile app is free to download and use, including for free-plan customers.sharesight.com · 28 Sept 2026
Supported brokers: Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab, and Interactive Brokers.sharesight.com · 28 Sept 2026
Investor count: More than 200,000 investors track investments with Sharesight.sharesight.com · 28 Sept 2026
Supported assets: The service supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments.sharesight.com · 28 Sept 2026
Integration count: Sharesight lists 200 software, broker, and partner integrations.sharesight.com · 28 Sept 2026
Security compliance: Sharesight is SOC 2 and GDPR compliant, with two-factor authentication available.sharesight.com · 28 Sept 2026
Portfolio sharing: Portfolio sharing is included as a core feature across all plans.sharesight.com · 28 Sept 2026
Business administration: Business plans include client permission management, consolidated reporting, and professional branding options.sharesight.com · 28 Sept 2026
Support levels: Support ranges from Basic on Free to Standard on Starter and Standard, and Priority on Premium.sharesight.com · 28 Sept 2026
Xero integration: Xero integration is available on Standard and Premium plans only.sharesight.com · 28 Sept 2026
Trading restriction: Sharesight is a tracking and reporting service, not a bank, broker, or trading platform.sharesight.com · 28 Sept 2026
Company entity: The page identifies the company as Sharesight Ltd.sharesight.com · 28 Sept 2026
Reporting features: Reports include performance, sold securities, all trades, diversity, exposure, taxable income, and risk analysis.sharesight.com · 28 Sept 2026
Product: Sharesight is an online portfolio and dividend tracker that automatically tracks price, performance and dividends across 700,000+ global stocks, crypto, ETFs and funds.sharesight.com · 28 Sept 2026
Asset coverage: Users can add cash accounts and property alongside investments to see their portfolio in one place.sharesight.com · 28 Sept 2026
Broker integrations: Sharesight can automatically import trades from more than 200 global brokers.sharesight.com · 28 Sept 2026
Market coverage: Sharesight tracks stocks, ETFs and funds across more than 60 markets worldwide.sharesight.com · 28 Sept 2026
Dividend automation: Corporate actions such as dividends, dividend reinvestment plans and share splits are automatically updated in portfolios.sharesight.com · 28 Sept 2026
Reports: The service provides performance, diversity, exposure, contribution analysis, future income, multi-currency valuation, drawdown risk and multi-period reports depending on plan.sharesight.com · 28 Sept 2026
Xero integration: Sharesight synchronises share purchases, sales and dividends with Xero and can import bank balances, term deposits and cash investments.sharesight.com · 28 Sept 2026
Security: Sharesight states that it is SOC 2 and GDPR compliant and offers two-factor authentication.sharesight.com · 28 Sept 2026
Mobile app: The mobile app is read-only, supports up to 10 portfolios and a watchlist of up to 100 investments, and is available on iOS and Android.sharesight.com · 28 Sept 2026
Mobile limitation: Adding or editing trades and generating reports must be done on Sharesight’s desktop platform.sharesight.com · 28 Sept 2026
Support: Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support.sharesight.com · 28 Sept 2026
Business users: The Business plan is designed for accountants, advisors and family offices managing client portfolios.sharesight.com · 28 Sept 2026
Service boundary: Sharesight is a portfolio tracking and reporting service rather than a bank, broker or trading platform, so users cannot deposit, hold, transfer or withdraw money or securities through it.sharesight.com · 28 Sept 2026
Audience: Sharesight says its tracker is designed for first-time investors, experts and enterprises in more than 150 countries.sharesight.com · 28 Sept 2026
Company history: Sharesight’s story page begins in 2006, when a Kiwi father-and-son duo sought a better way to track shares, and says the company has offices in Wellington and Sydney.sharesight.com · 28 Sept 2026