Sharesight

Sharesight is ranked #3 of 81 in portfolio management software on The Geeks Club, made by Sharesight (Wellington, New Zealand and Sydney, Australia). It runs on Android, API, iOS, Web. There is a free plan. Paid plans start at $7/mo.

Sharesight plans and pricing

All plans

Free Free 1 portfolio · 10 holdings (incl. closed) · 1 custom group sharesight.com · 28 Sept 2026

Starter $7/mo billed annually; $9.33 USD billed monthly 1 portfolio · 30 holdings (incl. closed) · 3 custom groups sharesight.com · 28 Sept 2026

Standard $18/mo billed annually; $24 USD billed monthly 4 portfolios · unlimited holdings · 5 custom groups sharesight.com · 28 Sept 2026

Premium $23.25/mo billed annually; $31 USD billed monthly 10 portfolios · unlimited holdings · 10 custom groups sharesight.com · 28 Sept 2026

Premium Not published 10 portfolios · Unlimited holdings · 10 custom groups sharesight.com · 20 Sept 2026

Business (5-19 portfolios) $13.50/mo billed monthly 5-19 portfolios sharesight.com · 20 Sept 2026

Compared on portfolio management software

Free plan: Yes
Paid from: $7/user/mo
Asset class coverage: multi_asset_alternatives
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes
Tax-lot tracking: Yes
Maximum portfolios: 1 portfolios

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Sharesight

Free tier limits: The free plan supports 1 portfolio, 10 holdings including closed holdings, and 1 custom group.
Annual billing discount: Annual billing can save approximately 25% on all paid plans.
Signup payment: Free signup requires no credit card and has no commitment.
Business trial: The Business plan includes a 14-day free trial with no credit card needed.
Mobile app: The mobile app is free to download and use, including for free-plan customers.
Supported brokers: Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab, and Interactive Brokers.
Investor count: More than 200,000 investors track investments with Sharesight.
Supported assets: The service supports stocks, ETFs, funds, dividends, precious metals, and unlisted investments.
Integration count: Sharesight lists 200 software, broker, and partner integrations.
Security compliance: Sharesight is SOC 2 and GDPR compliant, with two-factor authentication available.
Portfolio sharing: Portfolio sharing is included as a core feature across all plans.
Business administration: Business plans include client permission management, consolidated reporting, and professional branding options.
Support levels: Support ranges from Basic on Free to Standard on Starter and Standard, and Priority on Premium.
Xero integration: Xero integration is available on Standard and Premium plans only.
Price from: $7/mo

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Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#3 of 81

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Sources

sharesight.com/pricing/· checked 28 Sept 2026
sharesight.com· checked 28 Sept 2026
sharesight.com/business/· checked 28 Sept 2026
sharesight.com/features/· checked 28 Sept 2026
sharesight.com/nz/stock-tracker-app/· checked 28 Sept 2026
sharesight.com/ca/about-us/· checked 28 Sept 2026