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Sharesight

Portfolio tracking and performance reporting platform. Automatically tracks trades, dividends, and corporate actions. Provides tax reporting for multiple jurisdictions including US, Australia, NZ, UK, and Canada. Strong focus on self-directed investors.

Reputation & Trust

525 reviews
500000Users

Overview

Pricing Model
freemium
Founded
2007

Products & Services

Sharesight Free

journal

Basic portfolio tracking for up to 10 holdings

Free tier available Up to 10 holdings
  • Portfolio tracking
  • Basic performance reports
  • Dividend tracking
Learn more

Sharesight Starter

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Portfolio tracking with benchmarking and analysis for up to 30 holdings

$7 / month
  • Up to 30 holdings
  • Benchmarking
  • Analysis tools
Learn more

Sharesight Investor

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Full portfolio tracking with cash accounts and advanced reporting

$15 / month
  • Unlimited holdings
  • Cash accounts
  • Tax reports
  • Multi-portfolio
Learn more

Sharesight Expert

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Professional-grade portfolio management with full tax reporting

$31 / month
  • All Investor features
  • Multiple portfolios
  • Advanced tax optimization
Learn more

Company Information

Legal Name
Sharesight Limited
Headquarters
Sydney, Australia
Team Size
11-50
Primary Timezone
Australia/Sydney

Founding

Founded
2007
Founder
Tony Ryburn, Scott Ryburn
Background
Father-son team from New Zealand. Tony worked in financial services as active investor. Scott has software development background and serves as CTO.

Competitive Analysis

Proposition: Comprehensive tax reporting for Australian/NZ investors

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Av Ricardo J. Alfaro, Century Tower, Panama City, Panama, Ph: +507 833-9432 (Panama and Intl), +1 888-312-3001 (USA and Canada)
All information is for educational use only and is not investment advice. There is a substantial risk of loss in trading commodity futures, stocks, options and foreign exchange products. Past performance is not indicative of future results.
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