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Freemium
From $59
Tax Preparation
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Sharesight
4.6
Freemium Sharesight is praised for its comprehensive portfolio tracking, tax reporting, and dividend tracking capabilities, with users highlighting its ease of use and robust features.
Powerful portfolio tracking software for smarter investment decisions.
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Refined 2/22/2026
About Sharesight
Sharesight is a portfolio tracking software designed to help investors monitor their investment performance, track dividends, and generate tax reports. It integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab, and Interactive Brokers, facilitating automated data import. The platform supports over 700,000 stocks, ETFs, and funds globally. Sharesight’s architecture focuses on providing a centralized view of investment portfolios, automating dividend tracking and tax calculations. The value proposition lies in simplifying investment administration and providing detailed performance analysis, reducing manual effort, and improving accuracy. Use cases include individual investors tracking their portfolio performance, accountants managing client portfolios, and financial advisors providing performance reports. The software offers a free plan for basic use and premium plans for advanced features and multiple portfolios.
Core Capabilities
Sharesight is a portfolio tracking software designed to help investors monitor their investment performance, track dividends, and generate tax reports.
