Sharesight
Performance and dividend tracker with a strong focus on tax reporting.
Sharesight specialises in performance and dividend tracking with detailed tax reporting, widely used in markets like Australia, New Zealand and the UK. A free tier covers a limited number of holdings; larger portfolios need a paid plan.
Features at a glance
| Feature | Sharesight |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Yes |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Yes |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Not supported |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Dividend investors and anyone who needs serious tax/performance reporting and is willing to pay once their portfolio grows past the free limit.
Strengths
- Excellent dividend and tax reporting
- Detailed, accurate performance calculations
- Free tier for small portfolios
Trade-offs
- Free tier is capped by number of holdings
- Tax features are most valuable in its core supported markets
Sharesight vs PortfolioGlance
Sharesight is stronger for tax-centric dividend reporting in its supported markets — if that is your main need, it is the better tool. PortfolioGlance focuses on a free-to-start multi-asset overview with AI insights.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.