Sharesight review

Sharesight is built around the question most spreadsheet trackers get wrong: what did my portfolio really return once dividends, splits and sold positions are counted. Its pricing page lists four individual plans priced in USD. The free plan covers 1 portfolio, 10 holdings and 1 custom group; Starter costs $7 a month billed annually or $9.33 monthly and allows 30 holdings; Standard is $18 a month billed annually with 4 portfolios and unlimited holdings; Premium is $23.25 with 10 portfolios. Every plan includes Performance, Sold Securities and All Trades reports, while Diversity and Exposure reports start at Starter and Future Income, Contribution Analysis, Multi-Currency Valuation and Drawdown Risk start at Standard. Features include automatic dividends and adjustments, price alerts, trade confirmation email imports, unlisted investments, benchmarking and a Xero integration. A holding counts every security you have ever held, including closed ones, so active traders outgrow the free tier quickly. Sharesight says 200k+ investors track their portfolio with it.

Who it is for

dividend and tax-focused investors

Price

Free plan for 10 holdings; Starter $7 per month billed annually or $9.33 monthly; Standard $18; Premium $23.25.

Starter For simple reporting and portfolio management $ 7 USD per month billed annually
Quoted from the vendor pricing page on November 14, 2026.

Key features

• Free plan covers 1 portfolio, 10 holdings and 1 custom group
• Starter plan raises the limit to 30 holdings and 3 custom groups for $7 a month billed annually
• Standard and Premium plans track 4 or 10 portfolios with unlimited holdings
• Reports include Performance, Sold Securities, Taxable Income, Future Income and Multi-Currency Valuation
• Automatic dividends and adjustments, trade confirmation email imports and unlisted investments

Strengths and weaknesses

• Strength: The only list entry that prices plans in USD with a free tier and a $7 annual-billed step up
• Strength: Closed positions count toward holdings, so the limit reflects your full trading history
• Strength: A demo portfolio lets free users see every advanced report before paying
• Weakness: Free plan stops at 10 holdings, including sold positions
• Weakness: Future Income, Contribution Analysis and Drawdown Risk reports need Standard at $18 a month
• Weakness: Multi-Period reporting is only in the $23.25 Premium plan

Key facts

• Free plan: 1 portfolio, 10 holdings
• Starter: $7/mo billed annually
• Monthly billing: $9.33 Starter
• Investors tracking: 200k+ (vendor figure)

Where it ranks

Sharesight is No. 1 in our Best Portfolio Trackers verdict.