Sharesight
Turns your trades and dividends into tax reports, with imports from 200+ brokers. Free for 1 portfolio of 10 holdings.
Sharesight's main job is tax time. It imports trades automatically from 200+ brokers, including IBKR, Trading 212 and DEGIRO, tracks dividends with reinvestment plans and announced payouts, and turns it all into capital gains and taxable income reports that follow your tax residency. It is most at home in Australia, New Zealand, the UK, the US and Canada. Returns are money-weighted and can be set against a benchmark. The free plan holds 1 portfolio and 10 holdings, and paid plans add more holdings and a dividend income forecast up to 3 years ahead. A useful detail: you can give your accountant or adviser access to the portfolio, so year-end paperwork doesn't mean sending spreadsheets around.
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 in Australia, New Zealand or the UK who report capital gains every year and want the report ready. If tax isn't your problem, you'd be paying for its strongest feature without using it.
Strengths
- Capital gains and taxable income reports that follow your tax residency
- Automatic trade import from 200+ brokers, and a public REST API with OAuth 2.0
- Access for your accountant, plus a 3-year dividend forecast on paid plans
Trade-offs
- The free plan stops at 1 portfolio and 10 holdings
- English only, with tax reports built for its home markets
- No rebalancing, goals or AI
Sharesight vs PortfolioGlance
For tax reports, Sharesight is far ahead of us, because we don't make any. We focus on the whole picture, property and deposits included, with rebalancing against your targets, a goal with a date and an AI assistant. If you live in Australia, New Zealand or the UK and tax season is the hard part, choose Sharesight.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.