Sharesight

Sharesight is a read-only portfolio tracker built by a Wellington, New Zealand team that syncs with multiple brokers and consolidates your holdings in one view. It does not touch your money, cannot place trades, and does not custody assets. Instead, it reads your brokerage accounts and shows you performance, diversification, and tax data across all of them at once. The US version (/us/ path) prices stocks and holdings in USD and lists Robinhood, Charles Schwab, and Interactive Brokers as supported brokers among 200+ total broker integrations. The platform is trusted by 600,000+ investors globally and tracks 700,000+ stocks, ETFs, and funds across 60+ markets.

The product pulls your trade history and current holdings from brokers without taking custody. It then calculates performance in several ways: total return, internal rate of return, and real performance adjusted for cash flows and fees. The site tracks stocks, ETFs, funds, and precious metals, supporting 700,000+ securities globally across 60+ markets. It handles multi-currency portfolios, showing your holdings in CAD, GBP, EUR, AUD, or your native currency, with automatic conversion between holdings in different currencies. It also tracks dividends, recording each dividend payment and calculating yield, yield-on-cost, and dividend growth year-over-year.

On the free tier, you get 1 portfolio and can track up to 10 holdings (including closed positions). The Starter plan, published at $7 USD per month billed annually ($9.33 per month if billed monthly), raises the limit to 1 portfolio and 30 holdings, plus 3 custom groups. Standard, at $18 USD per month billed annually ($24 per month monthly), unlocks 4 portfolios, unlimited holdings, and 5 custom groups. Premium, at $23.25 USD per month billed annually ($31 per month monthly), offers 10 portfolios, unlimited holdings, and 10 custom groups. The pricing page notes: "Prices in USD. Taxes may apply."

A "holding" is one investment position, including closed positions you no longer own; a fund you sold five years ago counts as one holding toward your limit. A "portfolio" typically maps to a tax entity (an individual, a business, a trust), but users often use it to represent separate brokerage accounts. If you run out of portfolio slots, you can use the label feature to tag holdings from specific brokers instead of spinning up another portfolio. The free tier offers a demo portfolio with sample data so you can see what the paid reports actually show before upgrading.

Sharesight integrates directly with over 200 brokers and financial software partners. The US tier names Robinhood, Charles Schwab, and Interactive Brokers specifically. You can also import broker reports as files or CSV files, or connect via Yodlee, a cloud aggregator that handles automatic syncing. If your broker is not on the list, you can email the team and request it, and they add support based on demand. On the free plan you can still manually import trades, but automatic syncing (which refreshes your holdings and dividends without your intervention) is a paid feature. The integration avoids the repetitive data-entry headache that makes most portfolio trackers tedious: instead of downloading a PDF statement from each broker and hand-entering 50 trades a year, you connect once and the data flows in.

The platform handles the typical tax-reporting workflow: you can record cost basis, calculate realized and unrealized gains, and export a performance or all-trades report to share with an accountant. It also calculates Australian CGT, supports UK tax reporting, and issues a Xero integration for accountants. The site says "Trusted by major financial institutions and beginner investors alike."

Performance reporting is the centerpiece. You get a dashboard showing portfolio value, invested amount (total cost of current holdings), total profit (including dividends, realized gains, fees, and taxes), internal rate of return (IRR, the annualized return accounting for cashflows), and yield (annual dividend income as a percentage of current value). Charts show diversification by sector, asset class, region, and country. The Standard and Premium plans unlock multi-currency analytics (seeing which holdings drove performance in which currencies) and a drawdown analysis (showing the longest peak-to-trough decline). The site also offers benchmarking: compare your performance to the S&P 500, NASDAQ, FTSE, or TSX.

Sharesight holds 600,000+ users globally. The site is SOC 2 and GDPR compliant, with two-factor authentication available to protect accounts. The data-security page states: "Sharesight is SOC 2 and GDPR compliant, with two-factor authentication available to protect accounts. Trusted by major financial institutions and beginner investors alike, Sharesight is built to keep data secure at every level."

The company was founded in 2006 by a father and son frustrated with spreadsheets. They went online in 2008 with their first paying customer, expanded to Sydney in 2013, raised $2 million from their customer base in 2015, and now call themselves a leading fintech company serving hundreds of thousands of investors. The executive team includes Doug Morris (CEO, formerly a project manager at Morningstar, Inc., a leading investment data provider), Vanessa Morris (Chief Operating Officer, formerly CEO of TimeBase, a legislative research platform that she led for 13 years before its acquisition by FiscalNote and Thomson Reuters), Jessica Goodall (Chief Customer Officer, who held posts at fintech and martech companies across the UK and Asia), Sam Straun (Chief Design Officer, who previously consulted on UX for major financial institutions including ANZ), Thorsten Böttger (Head of Engineering, who joined in 2012 and has worked across European startups), and Ben Clendon (Head of Product, who has spent nine years in regulatory and IT roles). The company operates offices in both Wellington and Sydney, with team members from around the world.

Sharesight suits buy-and-hold investors with holdings spread across multiple brokers, especially those who file taxes themselves or work with an accountant. If you have 10 holdings in a single brokerage, your broker's own dashboard probably shows you everything you need. If you have 50 holdings in Robinhood, Schwab, and Interactive Brokers, each with its own interface and its own performance calculation, Sharesight unifies the picture. The free tier is genuine. Ten holdings is enough for a simple lazy portfolio (say, three index funds, plus some individual stocks or bonds), so you can test it before paying.

The limitations are narrow. You cannot trade through Sharesight; it is read-only. You cannot track cryptocurrency (though the site does track precious metals). The free tier stops at 10 holdings, which is small; the Starter plan jumps to 30, a more usable step. On the free tier you do not get email alerts, benchmark comparisons, or multi-period analytics, which on the Starter and above tiers help you spot trends. If your broker is not on the 200+ integration list, you will hand-enter trades, which is tedious for an active trader but bearable for a buy-and-hold investor rebalancing once or twice a year.

Sharesight fills the gap between a single broker's narrow view and the tedium of consolidated spreadsheets. It is not a destination for trading, analysis, or financial advice; it is a single pane of glass over broker holdings and a tax-reporting engine.