Sharesight
Portfolio tracking service that calculates performance, dividends, and tax reports across brokerages.
by SharesightOfficial site ↗
- Pricing
- free, subscription
- Free tier
- true
- License
- proprietary
- Open source
- No
Editorial review
Sharesight has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.
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Facts & attributes
Every value carries its evidence state. “—” means unknown — never a silent default (P-02).
Identity · Taxonomy
- Tags(open-source;cloud-native)
- portfolio tracker, dividends, investing, tax reports, broker integrationVerification pending
Platform · Deployment
- Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance)
- SaaSVerification pending
Pricing · Licensing
- Free plan(true/false)
- trueVerification pending
- License model(proprietary;open-source;source-available;dual-license)
- proprietaryVerification pending
- Pricing model(free;subscription;usage;seat;asset;transaction;revenue-share;perpetual;custom)
- free, subscriptionVerification pending
- Starting price(29)
- 7Verified
Features · Product · Fit
- Core capabilities(authoring;automation;analytics)
- portfolio performance tracking, dividend tracking, tax reporting, integrations with hundreds of brokers, multi-market support across global exchanges, precious metals and superannuation trackingVerification pending
Api · Integrations · Ecosystem
- API available(true/false)
- trueVerification pending
Security · Privacy · Compliance
- Regulatory compliance(HIPAA;PCI DSS;FedRAMP;GDPR support)
- GDPRVerified
- Security certifications(SOC 2 Type II;ISO 27001)
- SOC 2Verified
Audience · Use · Case
- Best for(Neutral editorial summary)
- DIY investors tracking stocks, ETFs, and dividends across global brokers — free for 10 holdings, paid plans from $7/month.Verification pending
- Company-size fit(individual;SMB;mid-market;enterprise)
- individual, SMBVerification pending
- Primary use cases(build;monitor;automate)
- DIY investor portfolio tracking, accountant client reporting, advisor portfolio reporting, SMSF portfolio managementVerification pending
- Skill level(beginner;intermediate;advanced;specialist)
- beginnerVerified
Vendor · Maintainer
- Vendor type(commercial;foundation;community;government;consortium;individual)
- commercialVerification pending
User reviews
Review policyNo published reviews yet.
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