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Sharesight

Sharesight

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Verified working Aug 6, 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

Illustration for Sharesight