⚡Stack Radar

Investment & Portfolio Tracking · Reviewed 27 Oct 2026

Sharesight

Online portfolio tracker for investors to monitor performance, dividends, and taxes.

from $7 · free tier · sharesight.com ↗

Paid against free › Investment & Portfolio Tracking › Sharesight

Sharesight at a glance
832.4KEstimated total trafficModeled monthly visits3.6KRanking keywordsPublic search sample98/100Technical health15 pages checked0Referring domainsLive backlink summary

Overview

01

Summary

The useful answer before the supporting detail.

Sharesight is an online portfolio tracker that shows the full picture of investments, including performance, dividends, and tax implications S1. It is used by individual investors, accountants, and advisors to manage portfolios across multiple brokers and markets S1 S74. The main value is automating trade imports, corporate actions, and reporting, saving time and providing insights that brokers don't offer S9.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: Sharesight is a leading online stock portfolio tracker and reporting tool S30.
  • Core purpose: It solves the problem of fragmented investment tracking by showing the full picture of investments that brokers don't S1.
  • Intended users: Designed for all investors, from individuals to accountants and advisors S1 S74.
  • Product scope: A web and mobile application for portfolio tracking, not a brokerage or broader platform S30 S49.
  • Positioning: Positioned as a smart tool to make you a smarter investor, no matter where you are on your financial journey S1.
  • Claimed distinction: Claims to be award-winning and trusted by 200k+ active investors globally S9 S1.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Individual investorsTrack up to 10 holdings for free to monitor performance and dividends S9 S30.
Multi-currency investorsUse Standard or Premium plans to get Multi-Currency Valuation reports and advanced foreign exchange tracking S49.
AccountantsManage client portfolios, reduce tax admin tasks, and share secure access with clients S74.
Financial advisorsUse the Business plan to manage client portfolios with consolidated reporting and professional branding S49.
Advanced investorsUse Premium plan to track 5-10 portfolios and access Multi-Period reporting S49.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Portfolio trackingTracks price, performance, and dividends from 700,000+ global stocks, crypto, ETFs, and funds S9.
Automatic corporate actionsAutomatically updates dividends, DRPs, and share splits in your portfolio S9.
Broker trade importAutomatically imports trades from 200+ global brokers S9.
Reporting and analyticsProvides detailed reporting, charts, and price/currency updates to compare performance across brokers and assets S9.
Tax reportingOffers tax reports for taxable income, capital gains, and multi-currency valuation, with options for secure client sharing S74.
AI summariesProvides AI-generated summaries of Sharesight reports, enabled by default S66.
Portfolio sharingAllows sharing portfolios with staff and clients with read, read/write, or admin access S74.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
XeroIntegrationSyncs portfolio income and tax data to accounting software, saving time for clients with investment portfolios S74.
Broker trade importIntegrationAutomatically imports trades from 200+ global brokers, including Robinhood, Charles Schwab, Interactive Brokers, CommSec, CMC Markets, and Selfwealth S9 S30 S133.
Sharesight APIAPIAllows partners to integrate their platform or data with Sharesight for portfolio data input and retrieval, permissioned per user S134.
Partner ecosystemExtension frameworkEnables accountants, advisors, and API technology partners to extend product functionality and leverage data intelligence S134.
AI providers (e.g., AI model)AI interfaceProcesses and converts investment statements and trade data files into standardized formats S63.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Free$0 S49Core features like supported markets, automatic dividends, price alerts, trade confirmation email imports, record unlisted investments, portfolio sharing S491 portfolio, 10 holdings, 1 custom group, basic support S49
Starter$7 per month billed annually; $9.33 billed monthly S49All core features, tax reports, file attachments S491 portfolio, 30 holdings, 3 custom groups, standard support S49
Standard$18 per month billed annually; $24 billed monthly S49All core features, advanced tax planning, Xero integration, Multi-Currency Valuation reports S494 portfolios, unlimited holdings, 5 custom groups, standard support S49
Premium$23.25 per month billed annually; $31 billed monthly S49All core features, advanced reports like Future Income, Contribution Analysis, Multi-Period reporting, priority support S4910 portfolios, unlimited holdings, 10 custom groups, priority support S49
BusinessContact sales S49Designed for professionals managing client portfolios with client permission management, consolidated reporting, professional branding S49Not published S49

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
dividend.com224dividend yield calculator, dividend payout calculation
marketbeat.com225dividend yield calculator, dividend payout calculation
marcustoday.com.au225dividend yield calculator, dividend payout calculation
swoopfunding.com111dividend payout calculation
dripcalc.com113dividend yield calculator
omnicalculator.com114dividend yield calculator
dividenddata.co.uk114dividend payout calculation
empowerfcu.com115dividend yield calculator
einvestingforbeginners.com115dividend payout calculation
corporatefinanceinstitute.com116dividend payout calculation

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

No links to supported independent review platforms were discovered on the collected pages.

13

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 1.3%
MonthSource
—All AI assistants
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
featuresThis month we launched an AI trade importer, added bulk uploads for cash account transactions, improved the Australian CGT report and expanded fund support.https://www.sharesight.com/blog/product-updates/
featuresThis month we launched an AI trade importer, added bulk uploads for cash account transactions, improved the Australian CGT report and expanded fund support.https://www.sharesight.com/blog/product-updates/

These are first-party product claims, not independent measurements of AI-search visibility.

14

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gapReview the sampled queries where dividend.com appears.2 first-page appearances across dividend yield calculator, dividend payout calculation

Website intelligence — Collected evidence

Website evidence gaps

  • integrations: no usable public page was collected; verify whether the site publishes this evidence.
  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

15

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
ProductReview.com.auSharesight reviews / ProductReview.com.auGrounded web search# Sharesight Verified sharesight.com 2 151 reviews Positive vs Negative 77% 23% 4.1 Rates and Fees 1.8 ... , no reply, nothing. And I'm a paid subscriber. Terrible. Horrible. Very frustrated and annoyed. We definitely need more competition in this
brokers-exchange.comSharesight Review: Check What the Investors Have to SayGrounded web searcha variety of reviews. Trustpilot has 386 reviews overall, and it has a 4.1-star rating. According to the ratings breakdown, 14% of people gave it a 4-star rating, while 74% of users gave it a 5-star rating. There are, nevertheless, a few unfavorable
moneyhub.co.nzSharesight Review - MoneyHub NZGrounded web search- Share prices are updated daily and users can run a number of reports, ... - You can generate IRD compliant tax reports through Sharesight that can make filing your tax return easier. This is available to every user, regardless of subscription level
sharesforbeginners.comSharesight portfolio tracker reviewGrounded web search1. Cost: Sharesight is not a free service. While there is a free plan, it is limited in terms of the number of holdings that can be tracked. Investors with larger portfolios will need to upgrade to a paid plan.

Customer proof

Proof typeNamed customer or sourceEvidence
Case studyRyan Jonescustomer case study — We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts. (How Sharesight helps advisors track net worth and simplify compliance / Sharesight Blog)
Case studySharesight Blogcustomer case study — I had been using Sharesight for my private investments for about half a year when my partner got a new client with a huge investment portfolio. (How a Swiss accountant uses Sharesight to track global portfolios / Sharesight Blog)

Independent mentions

  • Sharesight Community Forum — & news discussion , analysis / / 49 / 4424 / ... / 12563 / 9 August 2026 / / Cash Account interest in Portfolio Total Return calculation New ... / 7 August 2026 / / Virtual Investor Club Discussions & news

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

16

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipOur team expands into a second office across the Tasman in Sydney.source
Contact and supportwhen you provide it directly to us, including face-to-face, over the phone, over email, or online;source
Legal and privacySharesight 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 everysource
Security and complianceSharesight 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 everysource
Uptime and status pageNot published on the collected pages.—
Domain registered2009-02-08—
Domain expires2027-02-08—

Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

17

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Not established in the collected sources.

Technical

18

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Sharesight is a web-based application, with a mobile app mentioned in pricing FAQs S30 S49.S30 S49
Platforms and appsAvailable on web, and mobile app availability is mentioned for free plan customers S49.S49
API and extensibility (API, SDK, webhooks, MCP, plugins)Sharesight API allows integration for portfolio data input and retrieval, with partner benefits S134.S134
Data ownership and exportNot published on the collected pages.—
Performance and reliability claimsTerms of use state access is provided on an "as is" and "as available" basis, without warranty of uninterrupted or error-free operation S66.S66
Release activityNot published on the collected pages.—
19

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered2009-02-08 — Amazon Registrar, Inc.
Domain expires2027-02-08
TLS certificateAmazon, valid, expires 2027-02-28
Security headersHSTS, X-Frame-Options
Headers not servedCSP, X-Content-Type-Options, Referrer-Policy
Server headerAmazonS3
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserverspola.ns.cloudflare.com, elias.ns.cloudflare.com

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s). A gap here means the lookup was unavailable, not that the finding is negative.

20

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 98/100
  • Critical issues: 0
  • Warnings: 7
  • Notices: 1

Issues

SeverityIssueValueAffected URL
warningPage should have one primary H10https://www.sharesight.com/pricing/
noticeLow visible word count138https://www.sharesight.com/partners/
warningDuplicate title in audit sample3https://www.sharesight.com/
warningDuplicate title in audit sample3https://www.sharesight.com/
warningDuplicate title in audit sample3https://www.sharesight.com/
warningDuplicate meta description in audit sample3https://www.sharesight.com/
warningDuplicate meta description in audit sample3https://www.sharesight.com/
warningDuplicate meta description in audit sample3https://www.sharesight.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200Stock Portfolio Tracker \Sharesight1456107 ms
200Stock Portfolio Tracker \Sharesight145693 ms
200Pricing \Sharesight01502218 ms
200Sharesight Blog1683183 mshttps://www.sharesight.com/blog/
200Brokers & Apps \Sharesight1138188 ms
200Portfolio Management Tool Features \Sharesight140237 ms
200Investment Portfolio Tax Reporting \Sharesight1153741 ms
200Investment Portfolio Performance \Sharesight1153566 ms
200Dividend Tracker \Track your Dividends1132630 ms
200Calculators \Sharesight127443 ms
200Supported markets \Sharesight185838 ms
200Track your Precious Metals \Sharesight172240 ms
200Stock Portfolio Tracker \Sharesight145677 ms
2005 ways Sharesight keeps your data safe \Sharesight Blog1101426 ms
200Share Portfolio Tracker for Business \Sharesight131622 ms

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

21

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct62.0%
search15.5%
search organic14.1%
search paid1.4%
social6.2%
social organic6.0%
social paid0.3%
referrals9.1%
paid referrals0.5%
mail5.3%
gen ai1.3%
affiliate0.0%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

22

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention any competitors by name. Evidence gaps include lack of detailed pricing for the Business plan, no specific uptime or performance metrics, and no independent review ratings collected. Open questions remain about data export capabilities and the full scope of AI features beyond summaries.

23

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from sharesight.com, including the homepage, features, pricing, about, team, privacy, terms, accountants, business, and partner pages. Static and browser rendering rendering were used; external proof search was attempted but no verification requests were made. The evidence catalog includes 175 snippets, but only a subset is cited here. Limitations: some pages may have been missed, and external review content was not scraped.

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