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
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 (~$15โ31/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.