Tool profile
Sharesight: cost, fit and limits
Sharesight is a portfolio tracking and tax reporting service made by Sharesight Ltd that follows stocks, ETFs, dividends and precious metals across brokers, with plans from a free tier to a ten-portfolio Premium tier. The pricing is in USD.
What to know first
Sharesight publishes four plans in US dollars: Free with 10 holdings, Starter at $7 a month billed annually, Standard at $18 and Premium at $23.25, each with a monthly-billing price that is higher. The page states SOC 2 and GDPR compliance and connections to hundreds of brokers and finance apps. It names no AI feature, and no company country is stated.
Sharesight at a glance
| Maker | Sharesight Ltd, Not stated on the vendor pages |
|---|---|
| Free plan | Yes |
| Entry price | $7 per month billed annually (Starter) |
| API access | No |
| Category | Best AI Investment Portfolio Trackers in 2026, rank 7 of 11 |
| Website | sharesight.com |
Who Sharesight is best for
Investors who file tax returns on dividends
Tax reporting and a dividend tracker sit next to performance, so someone reconciling income across several brokers has one report instead of several statements.
Australian-style superannuation savers
Superannuation tracking and calculators are listed, which most trackers in this ranking do not mention at all. A saver with a pension account can keep it in the same tool as taxable holdings.
Small portfolios testing the product
The free plan allows one portfolio and 10 holdings including closed ones, enough to import a small account and judge the reports without a card.
Sharesight plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Free | No price shown | One portfolio, 10 holdings including closed positions and one custom group, with no credit card needed. |
| Starter | $7 per month billed annually ($9.33 monthly) | One portfolio, 30 holdings including closed positions and 3 custom groups. Annual billing is the lower of the two prices listed. |
| Standard | $18 per month billed annually ($24 monthly) | Four portfolios, unlimited holdings and 5 custom groups. Annual billing is the lower of the two prices, with a monthly alternative also shown on the page. |
| Premium | $23.25 per month billed annually ($31 monthly) | Ten portfolios, unlimited holdings and 10 custom groups. Prices are in USD and taxes may apply. |
Checked November 2026.
What Sharesight does
- Performance and tax reporting
- Performance tracking and tax reporting run on the same holdings, so the numbers for a return and a tax statement come from one record of trades.
- Dividend tracker
- Dividend income is shown in dedicated views for stocks and ETFs, which helps an income investor see payouts across accounts together. A saver can see income per position and in total across brokers.
- Broker and app connections
- Connections to hundreds of brokers and finance apps are listed, with Robinhood, Charles Schwab and Interactive Brokers named, which reduces manual trade entry. Charles Schwab is named, so a US investor with that account can avoid manual trade entry.
- Superannuation tools
- Superannuation tracking and calculators are part of the offer, a feature aimed at the Australian market that other trackers here do not list. The page gives no detail on which pension rules the calculators follow.
- Two-factor authentication
- Accounts can be protected with two-factor authentication, which matters for a service that holds a full record of trades. The page does not say whether other methods such as authenticator apps are supported, so check at sign-up.
How Sharesight handles your data
The page states SOC 2 and GDPR compliance and offers two-factor authentication on accounts. A privacy policy is linked but was not opened, so retention periods, deletion on cancellation and the hosting region are unknown. No AI feature is named on the page opened, so the question of model training on portfolio data does not arise from what the page shows. Ask the vendor for the privacy policy before connecting a broker if you need those details.
Where Sharesight falls short in practice
- Holding caps bite early. Free stops at 10 holdings including closed ones, and Starter at 30 holdings and one portfolio. An investor with a few ETFs plus old trades reaches those limits quickly.
- Monthly billing costs more. The Premium tier is $23.25 a month billed annually but $31 billed monthly, so flexibility costs about a third more than committing for a year.
- No AI on the page. Buyers who came for an assistant will not find one on the page opened, so the tracker answers questions through reports and views only. The page opened gives no hint of a planned one.
Works with
Alternatives to Sharesight
Sharesight: common questions
How many holdings does Sharesight's free plan allow?
The free plan allows one portfolio and 10 holdings, counting closed positions, plus one custom group, and needs no credit card. Starter raises that to 30 holdings, and Standard and Premium have unlimited holdings. Count your closed trades before choosing, since they use up the limit.
Is Sharesight cheaper billed annually?
Yes. Starter is $7 a month billed annually against $9.33 billed monthly, Standard $18 against $24, and Premium $23.25 against $31. Prices are in US dollars and taxes may apply. Annual billing saves roughly a quarter, which is worth it only if you will keep the plan.
Is Sharesight SOC 2 compliant?
The page states SOC 2 and GDPR compliance, and offers two-factor authentication on accounts. It does not name the report type, the audit date or the hosting region on the page opened. Ask for the report if a company policy requires evidence rather than a statement on a web page.
Does Sharesight have AI features?
No AI feature is named on the page opened. It describes performance tracking, tax reporting, a dividend tracker and superannuation tools. If an assistant matters, look at Wealthfolio, Getquin or Parqet in this ranking, which each name one. Do that before paying for anything.
Which brokers connect to Sharesight?
The page says connections to hundreds of brokers and finance apps and names Robinhood, Charles Schwab and Interactive Brokers. The full list was not on the page opened, so search the broker directory for your account before paying for a plan.