Tool Review

Sharesight Review (2026)

Sharesight is the gold standard for performance and dividend/tax tracking, especially across multiple countries. If you care about true total return and tax-time reports, it is hard to beat.

By Wealthy Pot ยท Last updated June 2026

TypeDividend tracker
PriceFree (up to 10 holdings); Investor/Expert paid tiers (~$15โ€“31/mo billed yearly)
Free tierYes
PlatformsWeb, iOS, Android
TracksGlobal stocks, ETFs, funds, dividends, cash
Best forDividend and capital-gains tax reporting across global markets
Visit Sharesight โ†—

Pros

  • Outstanding dividend and capital-gains tax reporting
  • Tracks total return including dividends and currency
  • Huge global market coverage
  • Real free tier (up to 10 holdings)

Cons

  • Free tier capped at 10 holdings
  • Tax features oriented to AU/NZ/UK
  • Interface is report-heavy, not flashy

Who Sharesight is for

Best for dividend and buy-and-hold investors who want accurate total-return and tax reporting across global holdings. US-only investors with simple needs may find it more than they require.

Pricing

Free (up to 10 holdings); Investor/Expert paid tiers (~$15โ€“31/mo billed yearly). There is a free tier you can use without paying.

The bottom line

Sharesight is the gold standard for performance and dividend/tax tracking, especially across multiple countries. If you care about true total return and tax-time reports, it is hard to beat. Main drawback: free tier capped at 10 holdings; pricing oriented to au/nz/uk tax.

See how Sharesight stacks up in our portfolio trackers comparison, or research new investments with our stock analysis tools.

We summarize hands-on assessment, not user reviews. As a web/desktop tool, Sharesight has no comparable app-store rating, so we show none. Pricing and features change often and are re-checked regularly. Some outbound links may be affiliate links โ€” that never affects which tools we include or how we rate them. Nothing here is investment advice.