Sharesight Portfolio Tracker for Investors with Automated Tax Reporting
Sharesight is a cloud-based portfolio tracking tool that helps investors monitor performance, dividends, and tax obligations with automated reporting and multi-currency support.
- Best for
- Portfolio Performance Tracking
- Key capability
- Automated Tax Reporting
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What is Sharesight?
Sharesight is a cloud-based investment portfolio tracking software designed to help individual investors and financial professionals monitor their investments’ performance, dividends, and tax obligations. It consolidates data from multiple brokers and markets, providing detailed analytics and automated tax reporting to simplify portfolio management.
Key features of Sharesight
Sharesight offers comprehensive portfolio tracking, dividend and income tracking, automatic capital gains tax calculations, multi-currency support, and integration with various brokerages and financial institutions. It also provides customizable reports and collaboration tools for advisors.
Automated Tax Reporting
Automatically calculates capital gains, dividend income, and foreign income for tax compliance.
Multi-Asset Class Support
Supports stocks, ETFs, mutual funds, bonds, and more across global markets.
Dividend Tracking
Tracks dividend payments and yields to help optimize income strategies.
Multi-Currency Portfolio Management
Consolidates investments held in different currencies with currency conversion.
Broker Integration
Connects with numerous brokers for automatic data import and updates.
Pros and cons of Sharesight
Pros
- Comprehensive portfolio and dividend tracking
- Automated, detailed tax reporting
- Supports multiple currencies and global markets
- User-friendly interface with clear analytics
- Collaboration tools for financial advisors
Cons
- Free plan limited to 10 holdings
- Some advanced features require higher-tier subscriptions
- Mobile app functionality is more limited compared to web
Key use cases for Sharesight
Portfolio Performance Tracking
Track the performance of your investment portfolio across multiple asset classes and markets with real-time data.
Automated Tax Reporting
Generate accurate tax reports including capital gains, dividend income, and foreign income for tax filing purposes.
Dividend Tracking
Monitor dividend payments and yields from your investments to optimize income strategies.
Multi-Currency Support
Manage portfolios with holdings in different currencies and get consolidated performance reports.
Collaboration for Financial Advisors
Allow financial advisors to manage and report on client portfolios efficiently.
How Sharesight works
- 1
Create an Account
Sign up on Sharesight’s website to start tracking your investments.
- 2
Add Your Investments
Manually enter or import your holdings from supported brokers and platforms.
- 3
Track Performance and Dividends
Monitor real-time portfolio performance, dividend payments, and income.
- 4
Generate Tax Reports
Use automated tools to create tax reports for capital gains and income.
Who is using Sharesight
Sharesight pricing
Free
$0/month
For getting started with the basics: 1 portfolio, 10 holdings (incl. closed), 1 custom group; no tax reports.
Starter
$7 USD per month billed annually, $9.33 USD billed monthly
For simple reporting and portfolio management: 1 portfolio, 30 holdings (incl. closed), 3 custom groups.
Standard
$18 USD per month billed annually, $24 USD billed monthly
For advanced insights across multiple portfolios: 4 portfolios, unlimited holdings, 5 custom groups.
Premium
$23.25 USD per month billed annually, $31 USD billed monthly
For professional-grade reporting and support: 10 portfolios, unlimited holdings, 10 custom groups, priority support.
Business
$13.50 per portfolio per month
For accountants and advisors managing client portfolios, whether 5 or 500 portfolios.
Plans and prices are as published by the vendor and can change. Check the official site before you buy. Open the pricing page (opens in a new tab)
Frequently asked questions about Sharesight
Yes, Sharesight supports importing portfolio data from many brokers and CSV files.
Yes, it supports multiple currencies and global markets.
Yes, it offers collaboration features designed for advisors managing client portfolios.
Sharesight uses up-to-date tax rules to generate accurate capital gains and dividend tax reports.
Integration support depends on the tool and its available connectors or API. Check the official documentation or integrations page to confirm what is supported.
Yes, it can help with that use case depending on how you configure it and what features are available. You’ll get the best results with clear inputs and a defined goal.
Conclusion
Holdings are entered by hand or imported from supported brokers, and the service integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers. From there it follows portfolio performance, dividend payments and income, with automatic dividends and adjustments and price email alerts on every plan. Tax reporting calculates capital gains, dividend income and foreign income, although the free plan does not include any tax reports.
Individual investors are the core users, while accountants and advisors managing client portfolios get a separate Business plan. The Free plan covers one portfolio with up to 10 holdings, and the paid Starter, Standard and Premium plans raise the portfolio and holding limits and add reports such as diversity, exposure and multi-currency valuation. Xero integration is limited to the Standard and Premium plans.
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