Sharesight
Professional portfolio tracker with tax reporting for Australian, NZ, UK & global investors.
About Sharesight
Sharesight is a professional-grade stock portfolio tracker popular in Australia, New Zealand, the UK, and Canada. It automatically tracks dividends, capital gains, and currency gains across stocks, ETFs, mutual funds, and crypto on 60+ global markets. Sharesight generates tax-ready reports specific to each country's tax rules, including CGT reports for Australia, and dividend imputation tracking. The platform imports trades from 200+ brokers, handles corporate actions (splits, consolidations, spin-offs), and provides annualised performance calculations following institutional methodology.
Platform Availability
Pros
- Best for AU/NZ/UK investors
- Country-specific tax reports
- Automatic dividend tracking
- Professional performance metrics
Cons
- Expensive for large portfolios
- Less crypto integration
- Free tier very limited
- Overkill for US-only portfolios
Features
Pricing
Free (1 portfolio, 10 holdings), $19/month (Investor), $29/month (Expert)
Supported Markets
Community & Socials
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