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Sharesight

Under review· 3

Investment portfolio tracking and tax reporting software for individual investors.

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Active plans

4

Total changes

4

Last change

Jul 19, 2026

Price trend

no history

What we know about Sharesight’s pricing

Moderately active

Changes in 12 months

4

Cadence

Multiple changes per day

Direction

New plan recently added

Category position

Pricier than 72% of Finance & Accounting tools (1721 compared)

Current pricing

Free

monthly
Free
  • Portfolios(1)
  • Holdings(10)
  • Custom groups(1)
  • Customer support(Basic)
  • Supported markets
  • Automatic dividends & adjustments
  • Price & portfolio email alerts
  • Trade confirmation email imports
  • Record unlisted investments
  • Portfolio sharing

Starter

monthly
$84/mo

$7/month

  • yearly$84/yr($7/month)
  • monthly$9.33/mo($9.33/month)
  • 1 portfolio(included)
  • 30 holdings(included)
  • 3 custom groups(included)
  • Standard customer support(included)

Standard

monthly
$216/mo

$18/month

  • yearly$216/yr($18/month)
  • monthly$24/mo($24/month)
  • 4 portfolios(included)
  • Unlimited holdings(included)
  • 5 custom groups(included)
  • Standard customer support(included)

Premium

monthly
$279/mo

$23.25/month

  • yearly$279/yr($23.25/month)
  • monthly$31/mo($31/month)
  • 10 portfolios(included)
  • Unlimited holdings(included)
  • 10 custom groups(included)
  • Priority customer support(included)

Price history

Last 4 changes

DatePlanChangeOldNewΔ%
Jul 19, 2026Premiumnew plan—$23.25—
Jul 19, 2026Standardnew plan—$18—
Jul 19, 2026Starternew plan—$7—
Jul 19, 2026Freenew plan—$0—

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