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 | Yes |
| Automatic bank/broker sync | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast | Yes |
| Tax reports | Yes |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis | Not supported |
| Portfolio health score | Not supported |
| Rebalancing & drift | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags | Yes |
| Return method (TWR/MWR) | Yes |
| Benchmark & alpha | Yes |
| Backtesting & scenarios | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required | 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 | Not supported |
| AI portfolio review | 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 multi-asset overview with AI insights and has no holdings cap on its core tracking.
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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.