SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Sharesight
"Portfolio tracking becomes much easier with Sharesight, especially for investors and financial professionals who manage multiple holdings across different markets. It helps keep dividend records, performance data, and tax reporting organized in one place. Accountants and advisers working with clients on investment portfolios often find it saves time during tax season. That said, businesses looking for broad financial management beyond investment portfolio tracking may find the scope too narrow for their wider needs."
Decision Snapshot
Sharesight Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
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Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Sharesight Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Sharesight
Problem it Solves
-
Simplifying Investment Tracking And Performance Reporting For Individual Investors
Target Users
-
Individual Investors
-
Financial Advisors
-
Accountants
-
Portfolio Managers
-
Self-directed Traders
Core Use Case
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Track Investment Performance
-
Generate Tax Reports
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Monitor Dividends
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Analyze Portfolio Diversification
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Share Access With Advisors
USP
-
Effortlessly Track And Manage Your Investment Portfolio Performance
Pros
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Tracks dividends, capital gains, and returns all in one place
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Handles multi-currency portfolios without requiring manual conversion work
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Tax reporting saves accountants and investors significant time each year
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Supports stocks, ETFs, and funds across 40+ global exchanges
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Broker import feature cuts manual data entry down considerably
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Performance benchmarking against market indices gives real investment context
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Sharesight's historical data goes back years, not just months
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Free plan available for portfolios holding up to ten holdings
Cons
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Dividend tracking setup demands more manual input than expected
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Reporting depth can overwhelm casual investors with limited portfolios
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Pricing climbs noticeably once you cross the free plan threshold
-
Tax reporting features vary significantly depending on your country of residence
Editorial Buyer Guidance
Who Is Sharesight Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Simplifying Investment Tracking And Performance Reporting For Individual InvestorsTarget Users
- Individual Investors
- Financial Advisors
- Accountants
- Portfolio Managers
- Self-directed Traders
Core Use Cases
- Track Investment Performance
- Generate Tax Reports
- Monitor Dividends
- Analyze Portfolio Diversification
- Share Access With Advisors
Unique Selling Point
Effortlessly Track And Manage Your Investment Portfolio Performance
Strengths and Limitations
Sharesight Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Tracks dividends, capital gains, and returns all in one place
- Handles multi-currency portfolios without requiring manual conversion work
- Tax reporting saves accountants and investors significant time each year
- Supports stocks, ETFs, and funds across 40+ global exchanges
- Broker import feature cuts manual data entry down considerably
- Performance benchmarking against market indices gives real investment context
- Sharesight's historical data goes back years, not just months
- Free plan available for portfolios holding up to ten holdings
!
Cons
- Dividend tracking setup demands more manual input than expected
- Reporting depth can overwhelm casual investors with limited portfolios
- Pricing climbs noticeably once you cross the free plan threshold
- Tax reporting features vary significantly depending on your country of residence
Sponsored Products
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Category-Based Capabilities
Sharesight Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Investment Management Software 19 selected features Open category ↗ ⌄
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Stock Portfolio Management Software 13 selected features Open category ↗ ⌄
Client Management
Wash Sale Detection
Risk Management
For Traders
Financial Analysis
Portfolio Accounting
Portfolio Management
Tax Management
Stock Management
Portfolio Rebalancing
For Investment Advisors
Alerts/Notifications
Artificial Intelligence
Connected Applications
Sharesight Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft Excel
HubSpot CRM
QuickBooks Online
Slack
Zapier
Xero
MYOB
Iress
Pricing Information
Sharesight Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Starter
$7
Per Month
Standard
$18
Per Month
Premium
$23.25
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Alternative Products
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Top Sharesight Alternatives
Explore leading products commonly evaluated alongside Sharesight.
Frequently Asked Questions
Sharesight FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investment managers who need a comprehensive view of their portfolio's performance over time. Sharesight automatically imports trades from various brokerage accounts, making it easy for users to see a consolidated view of their holdings. The software provides real-time performance tracking, allowing investors to evaluate their returns, analyze gains and losses, and view performance in both absolute and relative terms. Sharesight also includes tax-reporting features that simplify the process of generating tax reports, including capital gains tax reports, dividend reports, and currency gains. Users can also set up alerts for price movements and other market events to stay informed of potential opportunities or risks. Whether you're a casual investor or a professional portfolio manager, Sharesight offers the tools needed to manage your investments effectively and ensure accurate reporting.
- Yes, Sharesight offers a free version.
- Yes, Sharesight offers a free trial.
- No, Credit Card details are not required for the Sharesight trial.
-
Sharesight offers the following pricing plans & packages:
Starter
$7 Per Month
Standard
$18 Per Month
Premium
$23.25 Per Month
-
Sharesight supports the following payment frequencies:
- Quote Based
- No, Sharesight does not offer an API.
-
Sharesight can be integrated with the following applications:
- QuickBooks Online , Xero , MYOB , HubSpot CRM , Slack , Microsoft Excel , Zapier , Iress
-
Sharesight offers support with the following options:
- Email , Chat , Knowledge Base , FAQs/Forum
-
Sharesight offers training with the following options:
- Webinar , Documentation , Videos
-
Sharesight supports the following languages:
- English
-
Following are the typical users of the Sharesight:
- Self-Employed , Small-Business , Midsize-Business
-
Sharesight supports the following deployment:
- Cloud Hosted
-
Sharesight supports the following devices and operating systems:
- Web-Based , iPhone , Android
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