Sharesight Review (2026)
Sharesight tracks total return, including dividends and currency moves, across several brokers and countries, and builds income and realized-gains reports. The one thing to know: the free plan counts closed positions toward its 10-holding cap and has no tax reports. Starter costs $7 a month billed yearly ($84) or $9.33 billed monthly.
By Wealthy Pot Editorial · Facts checked October 19, 2026
Facts checked October 19, 2026 against Sharesight's own pricing, help and policy pages (15 sources, listed below). We re-check prices about once a month. We do not earn a commission from Sharesight.
Sharesight at a glance
| Free | $0; 1 portfolio, 10 holdings including closed positions, 1 custom group; no tax reports; no credit card needed [1] |
|---|---|
| Starter | $7 a month billed yearly ($84), or $9.33 billed monthly; 1 portfolio, 30 holdings including closed, tax, diversity and exposure reports [1] |
| Standard | $18 a month billed yearly ($216), or $24 billed monthly; 4 portfolios, unlimited holdings, Future Income and multi-currency valuation reports, Xero integration [1] |
| Premium | $23.25 a month billed yearly ($279), or $31 billed monthly; 10 portfolios, all reports, priority support [1] |
| Trial | No trial of paid plans advertised; the free plan and a demo portfolio instead [3] |
| Refunds | No refunds or credits if you downgrade or cancel a plan [4] |
| How trades get in | Forwarded broker confirmation emails (all plans), broker file import, some direct links (SnapTrade for Robinhood, an API token for Interactive Brokers), manual entry [9] |
| Integrations (Sharesight says) | 200 software, broker and partner integrations [3] |
| Markets (Sharesight says) | 60+ stock exchanges and 700,000+ stocks, ETFs and funds, plus crypto, metals, cash and custom unlisted investments [5] |
| US prices | 15 minutes delayed for NYSE and Nasdaq; OTC end of day; mutual funds daily [5] |
| Returns | Annualized return including capital gains, dividends and currency changes; benchmark against any listed security [6] |
| Dividends | Automatic dividends and corporate actions, DRIP, forecasts up to three years ahead [7] |
| US tax reports | Taxable Income, Sold Securities (realized gains on average cost) and All Trades; no Form 8949 output advertised [8] |
| Company | Sharesight Ltd (New Zealand) and Sharesight Pty Ltd (Australia), started by a father and son in New Zealand in 2006; offices in Wellington and Sydney [12] |
What Sharesight costs
| Plan | Paying monthly, 1 year | Annual plan, 1 year | 3 years (cheapest way) | Annual plan saves |
|---|---|---|---|---|
| Free | $0 | - | $0 | - |
| Starter | $111.96 | $84 | $252 | $27.96 (25%) |
| Standard | $288 | $216 | $648 | $72 (25%) |
| Premium | $372 | $279 | $837 | $93 (25%) |
Our arithmetic from the listed prices, before sales tax, assuming today's prices hold; subscriptions can renew at a different rate. Prices are in US dollars on Sharesight's US page, and taxes may apply. Sharesight prints per-month rates; the yearly totals ($84, $216, $279) are those rates times 12. Sharesight says yearly billing saves about 25%. A separate Business plan for accountants and advisers is priced on request.
How Sharesight works
Sharesight is built around getting trades in without typing them. Each portfolio has its own email address: forward your broker's trade confirmations there, or have the broker send them automatically (Sharesight describes this for Schwab eConfirms), and Sharesight turns them into trades. This works on every plan, including Free. You can also import broker files, connect some brokers directly (Robinhood through SnapTrade, Interactive Brokers through a token) or enter trades by hand. Integrations import standard buys and sells only; short sales are not supported.
Once trades are in, Sharesight adds dividends and corporate actions automatically and reports an annualized return that includes capital gains, dividends and currency changes, which matters if you hold foreign stocks. Paid plans add tax reports: Taxable Income for dividends and interest, and Sold Securities for realized gains, which on the US page uses an average cost base. Sharesight does not advertise a Form 8949, so treat these reports as a cross-check, not a replacement for your broker's tax forms. Our guides on how dividends are taxed and capital gains tax cover the rules. Sharesight is a New Zealand and Australian company; US users pay in dollars, and the privacy policy says data is stored in the United States.
A hypothetical cost: you hold 25 stocks and funds at two brokers. Free stops at 10 holdings, so you need Starter, which allows 30 holdings in 1 portfolio. Billed yearly that is $84; month to month it is $9.33 x 12 = $111.96, or $27.96 more. Closed positions count toward the 30, so if you have sold 6 other stocks in the past, 25 + 6 = 31 holdings pushes you to Standard at $216 a year.
Pros
- Broker confirmation email import on every plan, including Free
- Returns include dividends and currency changes, with any listed security as a benchmark
- Dividend forecasts up to three years ahead
- Taxable income and realized-gains reports from Starter ($84 a year)
Cons
- Free plan counts closed positions toward its 10 holdings
- No tax reports on the free plan
- Realized gains use average cost, and no Form 8949 output
- Integrations skip short sales
- No refunds when you downgrade or cancel
Who Sharesight fits, and who should skip it
A good fit if
- You hold stocks in several countries or currencies and want returns that include dividends and currency moves.
- You want trades imported from broker confirmation emails instead of a broker login.
- You want dividend income and realized-gains reports to hand to an accountant.
Look elsewhere if
- You trade often or have many closed positions and want to stay free: closed holdings count toward the caps; Yahoo Finance has free portfolios with lots.
- You need a ready-made Form 8949: Sharesight does not advertise one, so use your broker's tax forms.
- You want your whole net worth, including real estate and private funds: Kubera is built for that.
Limitations to know
- Every security you have ever held counts as a holding, including ones you have sold. [2]
- The free plan does not include any tax reports. [2]
- Broker integrations import standard buy and sell trades only; short and cover trades are not supported. [11]
- US exchange prices are 15 minutes delayed, not real time. [5]
- The US Sold Securities report calculates gains on an average cost base. [8]
Sharesight compared with alternatives
| Tracker | Price | Sync and import | Platforms |
|---|---|---|---|
| Sharesight | Free (10 holdings); Starter $7/mo yearly or $9.33 monthly; Standard $18 or $24; Premium $23.25 or $31 (USD) | Broker email forwarding, file import, some direct links; manual | Web, iOS, Android |
| Snowball Analytics | Free; Starter $7.99/mo or $79.99/yr, Investor $14.99 or $149.99, Expert $24.99 or $249.99 | Broker sync on paid plans (Yodlee, SnapTrade); file import on free | Web, iOS, Android |
| Yahoo Finance | Free portfolios; Bronze $9.95/mo ($95.40/yr), Silver $24.95/mo ($239.40/yr), Gold $49.95/mo ($479.40/yr) | US brokerage linking (Yodlee, Plaid); CSV import; manual | Web, iOS, Android |
| Portfolio Performance | Free desktop app; optional mobile Premium $3/mo or $25/yr | No broker sync: manual, PDF, CSV, IBKR Flex; data stays on your computer | Desktop, iOS, Android |
| Kubera | No free tier (14-day trial); Essentials $250/yr, Black $2,500/yr, Gold $10,000/yr | Read-only links via Plaid, MX, Yodlee, SnapTrade and others; crypto by address | Web, iOS, Android |
- Pick Snowball Analytics if you focus on dividends and want broker sync through Yodlee or SnapTrade.
- Pick Yahoo Finance if you want free portfolios with US brokerage linking and do not need tax reports.
- Pick Portfolio Performance if you want free open-source desktop software with time-weighted and IRR returns.
- Pick Kubera if you want real estate, private funds and crypto in one net worth balance sheet.
Security and privacy
- Sharesight says it is SOC 2 and GDPR compliant and offers two-factor authentication. [3]
- The privacy policy says personal information is stored in the United States. [13]
- Email forwarding and file import need no broker login; for brokers linked through SnapTrade, the login goes through SnapTrade. [9]
- The privacy policy discloses Google Analytics advertising features, Mixpanel and retargeting cookies. We found no statement that Sharesight does not sell data. [13]
- The privacy policy names Claude, an AI service, as a processor that converts investment statements and trade data into standard formats. [13]
Recent changes
| Date | What changed |
|---|---|
| Jan 17, 2026 | Archived pricing page shows the paid tiers under their new names, Standard and Premium, at the same prices. [15] |
| Jun 21, 2025 | Archived pricing page shows the earlier names, Investor and Expert, at $18 and $23.25 a month billed yearly ($24 and $31 monthly), with Starter at $7 ($9.33). [14] |
Sharesight FAQ
How much does Sharesight cost?
Starter is $7 a month billed yearly ($84) or $9.33 monthly; Standard $18 ($216) or $24; Premium $23.25 ($279) or $31. Prices are in US dollars and taxes may apply. There is also a free plan.
Is Sharesight free?
Yes, for 1 portfolio and 10 holdings, and closed positions count toward the 10. The free plan has no tax reports. No credit card is needed to sign up.
Does Sharesight work for US investors?
Yes. Sharesight is based in New Zealand and Australia, but its US page prices in dollars, it tracks US exchanges with a 15-minute delay, and it has a US tax year setting with taxable income and realized-gains reports. It does not advertise a Form 8949, and its gains use average cost.
Does Sharesight sync with my broker?
Several ways: forward trade confirmation emails to your portfolio's address (all plans), import broker files, or link some brokers directly, such as Robinhood through SnapTrade or Interactive Brokers with a token. Sharesight says it has 200 software, broker and partner integrations.
Is Sharesight worth it?
If you hold stocks across brokers or currencies and want dividend-inclusive returns and income reports, Starter at $84 a year covers up to 30 holdings. If you hold a few index funds at one broker, the broker's own reports and a free tracker are usually enough; see our <a href="/portfolio-trackers/">portfolio tracker comparison</a>.
How we researched this review
We did not get paid or receive a free account for this page. We read Sharesight's own pricing page, help center, security and privacy pages and app-store listing on October 19, 2026, quoted each fact from those pages, and link every one below. We did not run a long-term hands-on test, so we do not score the app; where a point rests on what the company says rather than something we can check, we attribute it to Sharesight. Cost figures are our own arithmetic. We re-check prices and plans about once a month and log changes in the table above.
Sources
- Sharesight, US pricing, checked October 19, 2026.
- Sharesight, Pricing (plans and FAQ), checked October 19, 2026.
- Sharesight, US home page, checked October 19, 2026.
- Sharesight, Terms of use, checked October 19, 2026.
- Sharesight, Supported stock exchanges and funds, checked October 19, 2026.
- Sharesight, Investment portfolio performance, checked October 19, 2026.
- Sharesight, Dividend tracker, checked October 19, 2026.
- Sharesight, Investment portfolio tax, checked October 19, 2026.
- Sharesight, Robinhood partner page, checked October 19, 2026.
- Sharesight, Charles Schwab partner page, checked October 19, 2026.
- Sharesight, Interactive Brokers partner page, checked October 19, 2026.
- Sharesight, About us, checked October 19, 2026.
- Sharesight, Privacy policy (updated April 13, 2026), checked October 19, 2026.
- Internet Archive, Sharesight US pricing captured June 21, 2025, checked October 19, 2026.
- Internet Archive, Sharesight US pricing captured January 17, 2026, checked October 19, 2026.
This review is for general information, not investment advice. A tracker shows what you hold; its returns and dividend forecasts are estimates. Prices change; check the vendor's site before you subscribe.