Sharesight
Verified working Sep 20, 2026
Portfolio tracking for holdings, dividends, performance, and tax.
Sharesight is a web-based investment portfolio tracker that consolidates stocks, ETFs, funds, dividends, precious metals, brokers, and global markets into one reporting view. It is aimed at investors who want performance measurement, dividend tracking, and tax-related reports without maintaining spreadsheets.
Why it stands out
- Supports a very broad instrument universe, with the site citing 700,000+ stocks, ETFs, and funds.
- Integrates with hundreds of brokers and finance apps, including major platforms such as Robinhood, Charles Schwab, and Interactive Brokers.
- Combines performance, dividend, and tax-oriented reporting rather than only showing current portfolio value.
- Offers region-specific versions for markets such as Australia, Canada, Europe, New Zealand, the UK, and the US.
- Security posture is explicitly described with SOC 2, GDPR compliance, and two-factor authentication.
Good to know
- The free plan is limited to 1 portfolio, 10 holdings, and 1 custom group.
- Unlimited holdings require at least the Standard plan, and multiple portfolios require paid tiers.
- Sharesight is a tracker and reporting tool, not a brokerage for placing trades.
- Pricing is shown in USD on the extracted page, with taxes potentially added.
Under the radar: Use the region switcher in the footer before reviewing features or support material, since broker coverage and tax-reporting context can differ by country.
Photos
Self-directed investors with accounts at multiple brokers can centralize holdings, trades, dividends, and performance reporting. Track dividend income and total return across stocks, ETFs, and funds. Prepare portfolio reports for tax time, including capital gains-related calculations. Monitor several portfolios separately on higher-tier plans. Connect supported brokers and finance apps to reduce manual transaction entry.
Portfolio performance tracking; trade, dividend, and price tracking; tax reporting tools; dividend, investment, average price, CAGR, and Australian CGT calculators; support for stocks, ETFs, funds, and precious metals; integrations with brokers and finance apps; SOC 2 and GDPR compliance with optional two-factor authentication.
Technical Notes
- Sharesight links to a developer API for integrations, indicating structured programmatic access is available.
- Specific API authentication, endpoint, and rate-limit details are not shown in the extracted page content.
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