--- title: "Sharesight Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sharesight Software - reviews, pricing plans, popular comparisons to other Stock Portfolio Management products and more." source_url: "https://www.capterra.com/p/207519/Sharesight/" page_type: "product" language: "en" --- # Sharesight Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Sharesight ## What is Sharesight? Sharesight is an award-winning online investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. All while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today. ## What is Sharesight used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Sharesight alternatives Highest Rated [Excel Price Feed](https://www.capterra.com/p/194120/Excel-Price-Feed/) [4.8 (33)](https://www.capterra.com/p/194120/Excel-Price-Feed/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/194120/Excel-Price-Feed/) [Seeking Alpha](https://www.capterra.com/p/229273/Seeking-Alpha/) [4.3 (43)](https://www.capterra.com/p/229273/Seeking-Alpha/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229273/Seeking-Alpha/) [Cash App](https://www.capterra.com/p/246167/Cash-App/) [4.2 (701)](https://www.capterra.com/p/246167/Cash-App/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/246167/Cash-App/) [TrendSpider](https://www.capterra.com/p/10001451/TrendSpider/) [4.4 (15)](https://www.capterra.com/p/10001451/TrendSpider/#reviews) Starting price $107.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10001451/TrendSpider/) [View all alternatives](https://www.capterra.com/p/207519/Sharesight/alternatives/) ## FAQs about Sharesight Overview ### What company size and specific industries is Sharesight built for? Sharesight is designed for individual DIY investors and finance professionals, including accountants and financial advisers, rather than a specific business size. It suits people and firms that need to track investments, especially in accounting and financial advisory settings, across a wide range of countries. Features and Usability ### What are the key features of Sharesight? Sharesight offers investment tracking, portfolio management, and portfolio accounting for bonds, stocks, and cryptocurrency. It includes benchmarking, performance metrics, side-by-side comparison, historical reporting, and reporting & statistics. Additional features include alerts/notifications, watch list, multi-currency support, data import/export, tax management, and client portal access. Integrations ### Which third-party tools and platforms does Sharesight integrate with? Sharesight connects natively to Xero for accounting and portfolio data syncing. This direct integration links Sharesight with one third-party platform, making Xero the primary supported connection in the official catalog. Getting Started and Support ### What training and onboarding options does Sharesight offer? Sharesight provides webinars, documentation, and videos to help teams get started. Webinars support guided learning in a live format, documentation offers written reference material for self-paced use, and videos provide visual walkthroughs of features and setup steps. Getting Started and Support ### What customer support options does Sharesight offer? Sharesight provides email/help desk support, FAQ/forum resources, a knowledge base, and chat. Support information is organized for self-service and direct help, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 115 Stock Portfolio Management reviews Capterra data shows that buyers of stock portfolio management software rank the following features as their top priorities: - **Portfolio Management** (**69%** of reviewers rated this feature as critical) - **Financial Analysis** (**50%**) - **Monitoring** (**53%**) Sharesight supports all three features that reviewers rate most highly: **Portfolio Management**, **Financial Analysis**, and **Monitoring**. Together, these capabilities help investors organize holdings, review portfolio performance in detail, and keep track of market activity and asset changes, allowing teams to make better-informed investment decisions and manage portfolios more efficiently. Portfolio Accounting 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Tracking and logging the performance, risks, gains and losses of investments Portfolio Reporting 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Visualize and measure the performance of portfolios Cryptocurrency Tracking 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Monitor and track cryptocurrencies. Data Import/Export 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Financial Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Historical Reporting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Information, data and reports that are being tracked over time Sharesight 27 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Categorization/Grouping: Organize and group data or items based on various criteria - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Cryptocurrency Tracking: Monitor and track cryptocurrencies. - Data Import/Export: Import and export data to and from software applications - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Historical Reporting: Information, data and reports that are being tracked over time - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Accounting: Tracking and logging the performance, risks, gains and losses of investments - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Reporting: Visualize and measure the performance of portfolios - Side-by-Side Comparison: Compare two documents or content pieces side by side - Stock Management: Manage the buying, selling, and holding of stocks - Stock Tracking: Monitor and track stocks across portfolios and watch lists, - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Watch List: View and track activity related to an individual, transaction, etc. --- Features 3.7 (3) 3.7 Based on 3 reviews ## Pricing Value for money 2.5 (2) Free Trial Free Version Basic A$0.00 Value for money 2.5 (2) 2.5 Based on 2 reviews ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/) ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 3.3 Based on 3 reviews Filter by rating 5(0) 4(1) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent HV Henk V. Director Investment Management ### "Watch out for the incremental upgrading required from Free to Standard" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 1/10 August 21, 2025 I was disappointed in the end due to the pricing - it just costs too much for the value you get as a smallish investor. I will explore an alternative approach since Sharesight is not critical to my reporting. Pros It's easy to use and get reports, and the support is good. I'm on the Starter plan AUD19/m (paid annually) for 30 holdings. I have to forward my trades by email because the integration with my platform does not work fully Cons I think their pricing model is sneaky. Even old stocks add to the 'holdings' definition, which is not intuitive, and as a result, it's nearly impossible to stay on the Starter plan and keep old reports because sold shares, etc, are treated as holdings in the account. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GM Geoff M. CEO Investment Management ### "Tried to set it up -- walked away" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 4/10 July 25, 2023 Walking away because I need a more complete solution. Pros Seemed like it should handle everything I need, including ability to group holdings across brokerage accounts according to user need Cons Can't auto-import your portfolio from even the most widely used brokerage in the USA, Fidelity. Can manually upload with a spreadsheet -- but only trades, not dividends. Can't automatically learn about new transactions in the brokerage account without needing access to my broker emails (transaction confirmation) -- which don't provide share counts. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KS Keith S. Landlord Real Estate ### "Sharesight is a great product" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 29, 2022 Brilliant product, invaluable. Pros I like the fact that the web support is helpful. For example, my broker Finecobank, was not set up with them, so I ask, and they enabled integration. Cons There is a small lag, as it is database intensive. But its only a second or so. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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