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Sharesight

Automated portfolio tracking with dividend and tax reporting

Last updated: March 5, 2026

Our Verdict

Sharesight is the best portfolio tracker for dividend investors and international portfolios. If you hold stocks across multiple countries and currencies, nothing else handles it as well.

Best for: Dividend investors and international portfolio holders

What is Sharesight?

Sharesight automatically tracks stocks, ETFs, and funds across multiple brokers with dividend reinvestment tracking, capital gains calculations, and multi-currency support. Covers 40+ global exchanges and generates tax reports for US, Australia, NZ, UK, and Canada. Particularly strong for international and dividend investors.

Pros & Cons

Pros

  • + Best-in-class dividend tracking and reinvestment
  • + Multi-currency support for international portfolios
  • + Tax reports for multiple countries
  • + Automatic broker import reduces manual work
  • + Clean, modern interface

Cons

  • Free tier limited to 10 holdings
  • No real-time data — uses end-of-day pricing
  • No charting or technical analysis
  • Limited US broker integrations compared to AU/NZ
  • No options or crypto support

Key Features

Automatic trade and dividend import from 200+ brokers
Multi-currency portfolio tracking (40+ exchanges)
Dividend tracking and reinvestment accounting
Capital gains tax calculations (US, AU, NZ, UK, CA)
Performance reporting with benchmark comparison
Diversity and sector allocation analysis
Custom portfolio groups and watchlists
Financial year reporting by jurisdiction

Sharesight Pricing

Free

Free
  • 1 portfolio
  • 10 holdings
  • Basic reporting
  • Price alerts

Starter

$9.33 /month
  • 1 portfolio
  • 30 holdings
  • Dividend tracking
  • Performance reports
Most Popular

Standard

$24 /month
  • 4 portfolios
  • Unlimited holdings
  • Multi-currency
  • Tax reports
  • Custom groups

Premium

$31 /month
  • 10 portfolios
  • Unlimited holdings
  • All Standard features
  • Priority support

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