Welcome to our Sharesight review. Have you ever tried keeping track of your investments across different brokers, using spreadsheets, dividend statements, and tax information? Then you know how frustrating managing your portfolio can end up being. You can spend hours every month just trying to stay organized, between monitoring performance, tracking any dividends, figuring out capital gains, and reconciling trades.
That’s where Sharesight comes in.
It’s an online portfolio tracking and investment reporting platform designed to help you automate performance tracking, dividend monitoring, and tax reporting. So, instead of having to manually update spreadsheets, Sharesight syncs trades from supported brokers, tracks dividends automatically, and calculates true portfolio returns after fees, taxes, and currency fluctuations.
But is Sharesight actually worth paying for in 2026?
In this Sharesight review, we’ll break down:
- What Sharesight is
- How it works
- Key features
- Pricing
- Pros and cons
- Who it’s best for
- Whether it’s worth using over spreadsheets or competing platforms
Sharesight is an online investment portfolio tracker that was created for retail investors, dividend investors, traders, accountants, and financial professionals. The platform helps track stocks, ETFs, mutual funds, cryptocurrencies, bonds, and even cash positions across multiple brokerages and global exchanges.
The company focuses heavily on three core areas:
- Portfolio performance tracking
- Dividend and income tracking
- Tax reporting automation
Unlike a simple spreadsheet, Sharesight automatically factors in dividends, brokerage fees, stock splits, DRIPs, and currency changes to calculate your true portfolio return.
That makes it especially useful if you’re a long-term investor who wants a clearer picture of how your investments are actually performing over time.
Sharesight allows users to import trades manually or automatically through supported broker integrations. Once your portfolio is connected, the software continuously updates market prices, tracks corporate actions, records dividend payments, and generates performance reports automatically.
The platform supports:
- Stocks
- ETFs
- Mutual funds
- Bonds
- Crypto
- Cash accounts
- Property investments
- Custom assets
Sharesight also supports investments over more than 40 global exchanges and tracks over 700,000 investments worldwide.
One of the biggest selling points for this platform is that it calculates portfolio performance using annualized returns instead of simple price appreciation. In simple terms, that means income, fees, dividends, and currency fluctuations are included in your actual investment performance calculations.
Portfolio Performance Tracking
Performance tracking is where Sharesight stands out.
Many investors still rely on spreadsheets that only show price appreciation. Sharesight goes further by calculating total returns, which include:
- Capital gains
- Dividend income
- Brokerage fees
- Currency moves
- Corporate actions
The platform includes multiple reporting views and visualization tools to help you understand portfolio performance in a clearer fashion. You can compare portfolio performance against benchmarks like:
This makes it easier to see whether your portfolio is actually outperforming the market.
The reporting dashboard also includes:
- Treemaps
- Growth charts
- Benchmark overlays
- Allocation breakdowns
- Diversification reports
For active investors and long-term portfolio builders, these insights can be extremely valuable.
Dividend Tracking
Dividend investors will probably appreciate Sharesight the most.
The platform automatically tracks:
- Dividend payments
- Distribution income
- Dividend reinvestment plans (DRIPs)
- Yield metrics
- Forecasted income
Sharesight also recently expanded its dividend income calendar tools. They are allowing investors to view upcoming dividend payments in a calendar layout for cash flow planning.
The dividend calendar can display:
- Paid dividends
- Pending dividends
- Announced dividends
- Estimated future dividends
This feature is useful for investors who are building passive income portfolios.
Instead of digging through brokerage statements every quarter, investors can see all income events in one centralized dashboard.
Tax Reporting Tools
Taxes are one of the biggest headaches for investors.
Sharesight attempts to simplify that process by automatically generating tax reports that track:
- Capital gains
- Realized gains/losses
- Dividend income
- Foreign income
- Trading history
- Taxable income
The platform can generate reports that investors can export directly to accountants or tax professionals.
This becomes especially valuable if you:
- Trade frequently
- Use multiple brokerages
- Invest internationally
- Receive lots of dividends.
- Hold foreign securities
Instead of manually calculating cost basis and taxable events, Sharesight automates most of the heavy lifting.
If you’re an investor with a large portfolio, the time saved alone could justify the subscription cost.
Broker Integrations
Sharesight integrates with hundreds of brokers and financial platforms worldwide.
Their supported brokers include:
You can import trades automatically by using:
- Broker syncs
- Contract notes
- CSV imports
- Manual entries
As a result, this flexibility makes Sharesight useful for both beginner investors and advanced traders.
Sharesight has a mobile app for both iOS and Android.
From the app, you can:
- Monitor your portfolio performance.
- Track your holdings
- View returns
- Access your watchlists
- Monitor investments on the go.
However, the mobile app functions more as a companion app rather than a fully featured trading platform.
Users still need to access the desktop version for many advanced tasks like editing trades or managing tax reports.
Still, the mobile experience is clean and useful for monitoring portfolio performance throughout the day.
Sharesight offers several pricing tiers depending on portfolio size and feature needs.
Free Plan
With the free plan, you get:
- 1 portfolio
- 10 holdings
- Basic reporting
- Dividend tracking
This is a great option if you’re a beginner investor who wants to test the platform before upgrading.
Starter Plan
The Starter plan costs approximately $7/month annually.
Features include:
- 30 holdings
- 3 custom groups
- Expanded reporting
Standard Plan
The Standard plan costs around $18/month annually.
Features include:
- 4 portfolios
- Unlimited holdings
- Advanced reporting
- Consolidated views
This is likely the best value tier for serious investors.
Premium Plan
The Premium plan costs roughly $23.25/month annually.
Features include:
- 10 portfolios
- Unlimited holdings
- Premium support
- Advanced professional reporting
This tier targets advanced investors, accountants, and portfolio managers.
You can visit Sharesight’s website for updated pricing here.
Easy Portfolio Consolidation
One of Sharesight’s biggest strengths is centralization.
Instead of logging into multiple brokers and spreadsheets, investors can view all holdings in one dashboard.
That alone can dramatically improve portfolio organization.
Excellent Dividend Tracking
Dividend investors will likely love Sharesight.
The automated dividend tracking, forecasting tools, and income calendar simplify passive income investing significantly.
Strong Tax Reporting
The tax tools are another major advantage.
Sharesight simplifies capital gains reporting and taxable income calculations, which can save investors a tremendous amount of time during tax season.
Accurate Performance Metrics
Most brokerages only show the simple gains or losses.
Sharesight calculates actual total returns by factoring in dividends, fees, and currency movements.
That gives investors a more realistic picture of portfolio performance.
Global Market Support
The platform supports international investing really well.
Investors with holdings across global markets can track everything in one place without relying on separate systems.
Limited Free Plan
The free plan only supports 10 holdings.
For many investors, that limit gets restrictive very quickly.
Most users with diversified portfolios will likely need a paid plan.
Not a Brokerage
Sharesight is a tracking platform, not a trading platform.
You cannot buy or sell investments directly through Sharesight.
It’s designed to complement brokerages rather than replace them.
Learning Curve
New investors may initially feel overwhelmed by the reporting features and dashboards.
The software becomes easier over time, but there is definitely a learning curve compared to simpler apps.
Some Features Locked Behind Paid Plans
Several advanced reports and forecasting tools require higher-tier subscriptions.
Serious investors will probably need the Standard plan to unlock the platform’s best features.
Sharesight works best for investors who want deeper portfolio insights and automated reporting.
The platform is particularly useful for:
Dividend Investors
Income-focused investors benefit heavily from the dividend forecasting and tracking tools.
Long-Term Investors
Investors managing retirement portfolios or taxable accounts can benefit from the performance reporting and tax automation.
Multi-Broker Investors
If you invest across several brokerages, Sharesight can consolidate everything into one dashboard.
International Investors
If you want to get into diversifying your portfolio internationally, Sharesight’s multi-currency support and global exchange coverage make it ideal for international diversification.
Accountants and Advisors
Financial professionals can use Sharesight for client portfolio tracking and tax reporting.
Many investors wonder whether Sharesight is actually better than using Excel or Google Sheets.
The answer depends on the complexity of your portfolio.
Spreadsheets work fine for simple portfolios with a few holdings.
However, once investors begin managing:
- Multiple accounts
- Dividend income
- Tax lots
- Currency exposure
- DRIPs
- International stocks
Spreadsheets become far more difficult to maintain accurately. Sharesight automates many of these calculations and updates in real time. For investors with larger or more complex portfolios, the time savings can be substantial.
Sharesight competes against platforms like:
- Morningstar
- Empower
- Seeking Alpha
- Kubera
Compared to many competitors, Sharesight focuses more heavily on:
- Tax reporting
- Dividend tracking
- Performance accuracy
- International investing
Some of their competitors offer better budgeting or tracking of net worth. But if you’re looking specifically at investment portfolio analysis, that’s where Sharesight shines.
Security is always a concern when linking financial accounts.
Sharesight states that it uses:
- Encrypted data
- SOC 2 compliance
- GDPR compliance
- Two-factor authentication
The company is widely used by both retail investors and financial professionals.
As always, investors should still use strong passwords and enable two-factor authentication whenever possible.
Sharesight continues to actively improve the platform.
Here’s a list of the recent updates they’ve made so far in 2026:
- US bond coverage has expanded.
- Portfolio dashboards have improved.
- New charting options
- Performance loading is faster.
- Dividend tracking is enhanced.
- Updated tax reporting tools
- Mobile app improvements
These ongoing updates suggest the company is continuing to invest heavily in platform development.
That’s important because portfolio tracking software can quickly become outdated if development slows.
We hope you enjoyed this Sharesight review. Overall, it’s one of the best portfolio tracking platforms available for serious investors in 2026.
The platform shines in three major areas:
- Accurate performance tracking
- Dividend monitoring
- Tax reporting automation
The free version is somewhat limited. But the paid plans provide a lot of value for investors managing larger portfolios or multiple accounts.
Sharesight is especially useful for:
- Dividend investors
- Long-term investors
- International investors
- Multi-broker investors
- Tax-conscious traders
If you simply want a basic app to glance at portfolio balances, Sharesight may feel excessive.
However, if you want deep reporting, accurate return calculations, dividend forecasting, and simplified tax preparation, Sharesight can save enormous amounts of time and provide much better visibility into your investments.
For many investors, that combination alone makes the subscription worthwhile.
Frequently Asked Questions
Yes. A Sharesight review finds that they offer a free plan that supports one portfolio with up to 10 holdings.
Yes. Sharesight review finds that they support crypto tracking along with stocks, ETFs, and other investments.
No. Sharesight is a portfolio tracking platform, not a brokerage. You cannot place trades directly through the software.
Yes. Sharesight review finds that they offer extensive tax reporting tools for capital gains, dividend income, and realized gains/losses.
For investors with multiple holdings, dividend portfolios, or complicated tax situations, Sharesight can provide significant value through automation and reporting tools.
