# Sharesight review ({year}) — features, pricing & alternatives | PortfolioGlance

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**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.

- Pricing: Freemium
- Category: Portfolio trackers
- Official site: https://www.sharesight.com

**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.

## Features at a glance

| Feature | Sharesight |
| --- | --- |
| Pricing | Freemium |

### Tracking & data

| Feature | Sharesight |
| --- | --- |
| 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

| Feature | Sharesight |
| --- | --- |
| 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

| Feature | Sharesight |
| --- | --- |
| Free tier | Yes |
| No account linking required | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Yes |

### Platform & reach

| Feature | Sharesight |
| --- | --- |
| Mobile app | Yes |
| Multi-language | Not supported |

### Community & extras

| Feature | Sharesight |
| --- | --- |
| Public / social portfolios | Not supported |
| AI portfolio roast | Not supported |

Verified 2026-07-05
Sources:
- Sharesight — Features (official) — https://www.sharesight.com/us/features/
- Sharesight — Tax reporting (official) — https://www.sharesight.com/us/investment-portfolio-tax/
- Find My Moat — Sharesight — https://www.findmymoat.com/tools/sharesight
- Capitally — Sharesight review 2026 — https://www.mycapitally.com/blog/sharesight-review

## Popular comparisons

- PortfolioGlance vs Sharesight — https://www.portfolioglance.com/investing-apps/portfolioglance-vs-sharesight.md
- Sharesight vs Snowball Analytics — https://www.portfolioglance.com/investing-apps/sharesight-vs-snowball-analytics.md
- getquin vs Sharesight — https://www.portfolioglance.com/investing-apps/getquin-vs-sharesight.md
- AllInvestView vs Sharesight — https://www.portfolioglance.com/investing-apps/allinvestview-vs-sharesight.md

*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.*