Sharesight Review 2026: Pricing, Tax Reports, Limits

Sharesight is a portfolio performance and tax reporting service built for individual investors who hold shares across more than one broker, and it is strongest in Australia, New Zealand, the United Kingdom and Canada, with a separate United States offering. The honest short version: it is a records-and-returns tool, not a research tool. It tells someone what they made, including dividends, and produces the numbers an accountant needs at tax time. It does not generate stock ideas, does not look inside a fund to show what is actually inside it, and does not flag a wash sale. Everything below was checked against Sharesight's own site in September 2026.

If the question is whether to leave Sharesight rather than whether to start, the Sharesight alternatives post covers that ground. This one is about the product itself.

What Sharesight is

Sharesight tracks price, performance and dividends from more than 700,000 global stocks, crypto, ETFs and funds across more than 60 markets worldwide, according to its features page. More than 600,000 investors use it, per the same page. The pitch is straightforward: connect or import trades from a broker, and Sharesight calculates total return, including reinvested dividends, and produces the reports a tax return or an accountant needs.

Who it fits

The fit is an investor holding positions across two or more brokers, possibly in more than one country, who wants one performance number that accounts for dividends and corporate actions, plus paperwork ready for tax season. Sharesight's roots and strongest jurisdiction support are in Australia and New Zealand, with additional support for the UK, Canada and the US reachable through a currency and region selector on its site. Someone who wants a screener, a research report, or a look at what a fund actually holds underneath its ticker is not the target; Sharesight reports on positions already taken, it does not help pick new ones.

It also reads as a tool built to be handed off. The reporting exists to be printed, exported or shared directly with an accountant rather than read once and closed, and the multi-portfolio limits on the higher tiers point at people separating a personal account from a self-managed super fund, a trust, or a joint account rather than one person with one pile of holdings.

Performance reporting

Sharesight's features page describes comparing "performance across all of your brokers and assets with detailed reporting, charts, price and currency updates," and automatically tracking "corporate actions such as dividends, DRPs and share splits." That automatic handling of dividend reinvestment and splits is the point: a return calculated by hand across multiple brokers, currencies and reinvested dividends is tedious to get right, and Sharesight's core job is doing that arithmetic consistently across every account in one place.

Tax reports

Tax reporting is the other half of the product, and it is gated by plan. The Free plan excludes tax reports entirely. Every paid plan includes them, and Sharesight's pricing page describes Standard and Premium as adding "more comprehensive tax planning features," including a capital gains calculator, with a Xero accounting integration on the Standard and Premium tiers specifically. The site names an Australian CGT calculator directly on its features page, and separate regional pages for Australia, Canada, Europe, New Zealand, the UK and the US suggest the tax logic is localized rather than one generic report reused everywhere. Anyone filing outside those six regions should confirm the specific report Sharesight produces actually covers their jurisdiction before relying on it.

Broker imports and holdings limits

Sharesight integrates with more than 200 global brokers for automatic trade import, per its features page, and supports manual entry for cash accounts and property holdings alongside brokerage positions. The free plan caps holdings at 10 within a single portfolio, per sharesight.com/us/pricing. That is a real ceiling: anyone holding more than 10 distinct positions, which is common with an ETF core plus a handful of individual names, ends up on a paid plan the moment they want any tax report at all, since Free has neither the holding room nor the tax feature.

Organizing holdings and support

A few smaller limits move with the plan too, per Sharesight's pricing page. Custom groups, the tags used to sort holdings by sector, strategy or goal, are capped at 1 on Free, 3 on Starter, 5 on Standard and 10 on Premium. File attachments and labels, useful for keeping a contract note or a dividend statement against the trade it belongs to, are available only on Starter and above; Free does not get them. Support scales the same way: Free gets basic support, Starter and Standard get standard support, and Premium gets priority support. Separately, Sharesight describes itself as SOC 2 and GDPR compliant, with two-factor authentication available on the account.

Pricing

Prices from sharesight.com/us/pricing, quoted in USD, as of September 2026.

Annual totals above are the annual-billed monthly rate multiplied by 12. Sharesight's own pricing page notes annual billing saves roughly 25 percent versus paying monthly, and separately states that a business managing several portfolios "never pay[s] more than $13.50 per portfolio, per month." If these figures have moved since September 2026, Sharesight's own pricing page is the source of record.

Where it stops

No research. Sharesight reports on positions already held. It does not screen for new candidates, does not generate a research report, and does not offer analyst opinions or ratings on a ticker.

No exposure or look-through. A fund or ETF shows up as one line with a price and a return. Sharesight's own materials describe tracking price and performance for funds, not the sector, country or overlapping-holding exposure sitting inside them, so two ETFs that are mostly the same underlying stocks still read as two unrelated positions.

No wash-sale screening. The tax reports total realized gains and losses for the period an accountant needs. Nothing in Sharesight's pricing or feature pages describes flagging a wash sale or surfacing a tax-loss harvesting candidate before a trade is made; the product produces the record after the fact rather than screening for the opportunity beforehand.

Alternatives

Sharesight's closest competition sits in two groups: other dedicated performance-and-tax trackers, and general portfolio trackers that add some tax reporting as one feature among many. The best Sharesight alternatives post compares the direct competitors on jurisdiction support and pricing. The best portfolio trackers roundup is the wider list for anyone unsure whether a tax-reporting specialist is even the right category to start from.

The adjacent job

I build Helm Terminal, so weigh this next paragraph with that in mind. It is not a tax-reporting product for accountants and does not localize by jurisdiction the way Sharesight does; it is a read-only view across linked US brokerage accounts, with concentration and exposure across every account, plus tax-loss harvesting candidates with wash-sale screening built in on the Free plan. Someone filing a return in Australia or the UK still needs Sharesight or a product like it. Someone who wants to know, this week, whether a position is a harvestable loss before the wash-sale window closes is looking at a different job entirely.

Verdict

Sharesight fits an investor with positions spread across multiple brokers, likely filing in Australia, New Zealand, the UK or Canada, who wants one accurate return number and a tax report ready to hand to an accountant. The free plan is real but narrow: 10 holdings and no tax reports at all, which rules out the feature most people came for. The paid tiers are inexpensive relative to the manual spreadsheet work they replace, but the product stops at reporting; it does not research, does not look inside a fund, and does not watch for a tax-loss opportunity before it closes. Nothing here is financial advice. Prices and plan limits were checked on sharesight.com in September 2026 and change; Sharesight's own pricing page is the source of record.

Related reading

• Best Sharesight Alternatives
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