Sharesight
Automated portfolio tracking with dividend and tax reporting for international investors
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 tax reporting and performance tracking as well.
Best for: Dividend investors and international portfolio holders needing automated tax reporting
Our Experience
Who Should Use Sharesight
Sharesight is built for long-term buy-and-hold investors who want accurate performance and tax data without maintaining spreadsheets. If you hold dividend-paying stocks or ETFs and need automated tracking of reinvestment plans, franking credits, or withholding tax across jurisdictions, this platform handles it better than any competitor we have tested. International investors managing multi-currency portfolios across multiple brokers benefit most — the automatic trade imports and multi-exchange coverage eliminate hours of manual reconciliation. Investors in Australia, New Zealand, the UK, Canada, and the US gain particular value from jurisdiction-specific tax reports that simplify end-of-year filing.
Who Should Avoid Sharesight
Day traders and active short-term traders will find Sharesight too slow — it uses end-of-day pricing and is designed for tracking, not execution. Investors heavily concentrated in cryptocurrency or alternative assets should look elsewhere, as support beyond publicly traded securities is limited and requires manual entry. Those on a tight budget with small portfolios may find the pricing hard to justify once they exceed 10 holdings. Investors needing advanced analytical tools — correlation studies, technical analysis, or factor screening — will not find them here. Finally, US investors reliant on specific brokerages like Fidelity should verify auto-import compatibility before committing, as some US broker integrations remain incomplete.
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 60+ global exchanges and generates tax reports for the US, Australia, New Zealand, the UK, and Canada. Named Best Portfolio Tracker for DIY Investors by Investopedia in 2025, the platform serves over 500,000 investors worldwide.
Key Strengths
Sharesight's tax reporting is the single feature most consistently praised across every review source we examined. The platform generates capital gains and taxable income reports tailored to five major tax jurisdictions — the US, Australia, New Zealand, the UK, and Canada — accounting for local rules like CGT discounts, franking credits, and fiscal year boundaries. One long-term user noted that the CGT reports alone are "worth the money," and several Trustpilot reviewers described the end-of-year tax process as dramatically simplified.
Dividend tracking and reinvestment accounting set Sharesight apart from general-purpose portfolio trackers. The platform automatically records dividend payments, applies DRP and DSSP reinvestment adjustments to cost bases, and tracks withholding tax across currencies. For income-focused investors managing portfolios across multiple countries, this automation eliminates a category of error-prone manual work that most competitors either handle poorly or ignore entirely.
The platform's international reach is difficult to match. Sharesight covers 60-plus exchanges in markets from the US and UK to Australia, Europe, and Asia, with automatic trade imports from over 200 brokers. Multi-currency support recalculates all returns in your chosen home currency, giving a unified performance view regardless of where your holdings are listed. The ETF overlap analysis — which looks through to underlying holdings — adds a layer of diversification insight that few competitors offer.
Automatic data import is the feature that makes Sharesight practical for daily use. Trades flow in from connected brokers, email contract notes are parsed and recorded, and CSV uploads handle the rest. Corporate actions — splits, mergers, name changes — update automatically. The net effect is that your portfolio stays accurate without ongoing maintenance, a prerequisite for reliable performance and tax calculations.
Key Weaknesses
Sharesight is purpose-built for publicly traded securities, and that focus becomes a limitation for investors with diversified asset types. Real estate, private equity, and debt instruments can be added as custom investments, but valuations require manual updates and lack integration with property or alternative-asset data services. There is no debt tracking at all. Compared to competitors like Kubera — which natively tracks real estate via Zillow, vehicles, domain names, and NFTs — Sharesight feels narrow once you move beyond stocks and ETFs.
The pricing model draws consistent criticism, particularly from smaller investors. The free tier caps at 10 holdings, and Sharesight counts even sold or closed positions toward that limit — a detail multiple reviewers described as misleading. The jump from free to the Starter plan ($9.33/month) only adds 20 more holdings, and the most useful reports (capital gains, advanced diversity) are locked behind the Standard plan at $24/month. Trustpilot reviewers also flagged a strict no-refund policy on annual subscriptions, creating friction for users who commit and then discover the platform does not meet their needs.
US broker integrations remain a weak spot relative to the platform's strength in Australia and New Zealand. While major US brokers like Charles Schwab, Robinhood, and Interactive Brokers are supported, some users report incomplete or unavailable auto-import for brokerages like Fidelity. Manual CSV uploads bridge the gap, but they add friction that undermines one of Sharesight's core value propositions — automated, hands-off tracking.
What Users Say
Key Features
Sharesight Pricing
Free
- ✓ 1 portfolio
- ✓ 10 holdings
- ✓ 1 custom group
- ✓ Basic reporting
- ✓ Price alerts
Starter
- ✓ 1 portfolio
- ✓ 30 holdings
- ✓ 3 custom groups
- ✓ Dividend tracking
- ✓ Performance reports
- ✓ File attachments
Standard
- ✓ 4 portfolios
- ✓ Unlimited holdings
- ✓ 5 custom groups
- ✓ Multi-currency
- ✓ Tax reports
- ✓ Xero integration
- ✓ Advanced reporting
Premium
- ✓ 10 portfolios
- ✓ Unlimited holdings
- ✓ 10 custom groups
- ✓ All Standard features
- ✓ Priority support
Integrations
Getting Started
Getting started with Sharesight takes under five minutes. Create a free account at sharesight.com using email, Google, or Apple sign-in — no credit card required. Once registered, create your first portfolio and set your home currency and tax jurisdiction. The fastest way to populate holdings is to connect a supported broker through the integrations page — Sharesight supports auto-import from over 200 brokers including Charles Schwab, Interactive Brokers, Robinhood, and CommSec. For unsupported brokers, upload a CSV or Excel file of your trades, or forward broker confirmation emails for automatic parsing. After importing, review your holdings and verify that dividends and corporate actions have been recorded correctly. Set up price alerts and explore the performance report to see annualized returns benchmarked against your chosen index. If you work with an accountant, use the accountant access feature to share tax reports directly.
Pricing Analysis
Sharesight's freemium model provides a genuinely functional free tier — 10 holdings, one portfolio, and access to core performance tracking. For index fund investors holding a handful of ETFs, the free plan may be sufficient indefinitely. Beyond that, paid plans scale by holdings and portfolios: Starter ($9.33/month or $7/month annually) covers 30 holdings; Standard ($24/month or $18/month annually) unlocks unlimited holdings, four portfolios, and advanced tax and diversity reports; Premium ($31/month or $23.25/month annually) adds 10 portfolios, 10 custom groups, and priority support. Annual billing saves roughly 25%. A Business plan at $13.50 per portfolio per month serves accountants and advisors. Compared to competitors, Sharesight sits in the mid-range — more expensive than free alternatives like Empower, but cheaper than Kubera's $249/year for a single-purpose net worth tracker. The key value inflection is the Standard plan, where unlimited holdings and tax reports unlock the platform's core differentiation.
How Sharesight Compares
Sharesight occupies a specific niche in the portfolio tracking landscape: tax-aware, dividend-focused tracking for international investors. Empower (formerly Personal Capital) is free and handles basic portfolio and net worth tracking well, but lacks Sharesight's dividend detail and multi-jurisdiction tax reports. Kubera ($249/year) excels at net worth tracking across exotic asset classes — real estate, vehicles, crypto, private equity — but offers no tax reporting. Navexa competes directly in the Australian market with similar tax and dividend features but has less international exchange coverage. Simply Wall St takes a visual, infographic-driven approach to stock analysis but is not a portfolio tracker in the operational sense. Where Sharesight wins is the combination of automated trade imports, multi-currency performance calculation, and jurisdiction-specific tax reporting in a single platform — a breadth that no single competitor replicates for the buy-and-hold international investor.
The Bottom Line
Sharesight is the strongest portfolio tracker available for dividend investors and international portfolios. Its automated trade imports, multi-currency performance calculations, and jurisdiction-specific tax reports eliminate the spreadsheet burden that plagues self-directed investors managing holdings across multiple brokers and countries. The interface is clean, the reporting is deep, and the free tier is genuinely useful for small portfolios. It falls short on alternative assets and active trading use cases, but for buy-and-hold investors who need accurate performance and tax data, no single competitor delivers this combination at this price point.
Sources
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