Introduction
Sharesight is an online portfolio tracker built for self-directed investors who want a streamlined and intelligent way to manage their investments. Unlike traditional brokerage platforms, Sharesight does not execute trades—it focuses entirely on performance tracking, reporting, and analytics. Designed for long-term investors, it automatically updates your portfolio with market prices, dividends, currency movements, and corporate actions. With growing popularity in the UK and globally, it offers both simplicity and depth for investors who want better insight into how their assets are performing.
Interface and User Experience
Sharesight’s user interface is clean and accessible, suitable for both novice and experienced investors. From the dashboard, users can get an overview of their portfolios, check recent performance, and drill down into specific investments. Importing data is made simple through integration with hundreds of brokers or by uploading trade history via CSV files. Once imported, the platform does the rest, adjusting for dividends, splits, and changes in currency values.
The platform is entirely web-based, with mobile responsiveness allowing it to be used on phones and tablets. Although there is no dedicated mobile app, the browser experience works smoothly across all screen sizes, providing access to reports, portfolio summaries, and alerts while on the go.
Subscription Plans and Features
Sharesight offers a tiered pricing model that caters to different levels of investors:
- Free Plan: Allows one portfolio with up to 10 holdings. It includes essential tracking and limited reporting features.
- Starter Plan: Supports one portfolio with up to 30 holdings. It includes more customization and basic support.
- Investor Plan: Expands support to four portfolios and unlimited holdings, with access to advanced reports and analytics.
- Expert Plan: Designed for more active investors or those managing multiple portfolios. It supports up to ten portfolios and includes the full reporting suite with priority support.
Each plan builds on the previous one, offering more features and capacity as you move up. The flexibility makes it accessible for beginners and scalable for experienced users who manage complex portfolios.
Investment Tracking Capabilities
Market Coverage
Sharesight supports a wide range of global markets, including major exchanges in the UK, Europe, the US, and Asia-Pacific. It automatically updates asset prices from over 60 exchanges and tracks more than 700,000 instruments including stocks, ETFs, managed funds, and bonds.
Dividend Monitoring
One of Sharesight’s standout features is its detailed dividend tracking. Dividends are automatically captured, logged, and incorporated into performance metrics. Users can see dividend income over time, identify income-producing assets, and forecast future income.
Corporate Actions and Adjustments
The system handles corporate actions like stock splits, consolidations, takeovers, and reinvestment plans. These events are applied automatically where supported or can be adjusted manually to ensure accuracy. This ensures that returns reflect the true impact of changes to your holdings.
Flexible Asset Types
In addition to listed securities, Sharesight allows users to manually track custom investments. This is useful for unlisted shares, fixed income products, private equity, real estate, and precious metals. You can enter cost basis, valuations, and income data to keep all assets visible in one place.
Performance Reporting and Analysis
Comprehensive Performance Reports
Sharesight offers multiple report types that go beyond simple gains and losses. Reports include:
- Portfolio Performance over selected timeframes
- Contribution Analysis by asset or group
- Future Income Forecasts from dividends and distributions
- Multi-Currency Valuation for international portfolios
- Diversity and Exposure for understanding allocation
- Sold Securities and Historical Cost
The reports factor in all variables: capital gains, dividends, fees, and currency changes. This gives users a more realistic picture of how their investments are truly performing.
Custom Groups and Tags
Investors can categorize assets using custom groups and tags, making it easy to filter reports and analyze performance by sector, geography, or strategy. This level of customization supports detailed analysis and better decision-making.
Multi-Period Comparisons
With the Expert plan, users can compare portfolio performance across multiple timeframes. This is ideal for assessing consistency, evaluating strategies, and benchmarking against indices or other assets.
Integrations and Compatibility
Broker Connectivity
Sharesight connects to a wide range of brokers, allowing seamless data import. Trade confirmations from supported platforms can be automatically fed into the portfolio. Even if your broker is not integrated, you can manually upload trades using CSV files, making the platform compatible with nearly any provider.
Accounting and Advisory Tools
The platform supports integration with accounting software such as Xero, making it a useful tool for users managing both personal and business investments. Professional versions are also available for financial advisors and accountants who manage multiple clients or portfolios.
Strengths of Sharesight
- Total Return Tracking: Includes capital growth, income, fees, and currency for accurate measurement.
- Custom Reporting: Flexible and insightful, helping investors understand their performance deeply.
- Global Market Access: Broad exchange coverage makes it ideal for internationally diversified portfolios.
- Automation: Reduces manual work with automated updates and reporting.
- Dividend Focus: Provides detailed income reporting and forecasting.
- Scalability: Suitable for simple portfolios as well as complex, multi-asset strategies.
Limitations
- Limited Support for Certain Assets: CFDs, short positions, and some complex derivatives are not supported.
- Mobile Experience: While usable on phones, the absence of a dedicated mobile app may be a drawback for some.
- Manual Data Entry: If your broker isn’t integrated, setting up trades manually can be time-consuming.
- Cost for Larger Portfolios: More advanced features and larger capacity come with higher subscription costs.
User Sentiment and Feedback
Most user reviews are positive, highlighting the platform’s accuracy, usability, and value. Investors appreciate being able to replace spreadsheets with something more powerful and automated. The learning curve is manageable, and support is generally responsive and helpful. Some users do mention room for more advanced analytics or risk metrics, but for the majority of long-term investors, the current features are more than adequate.
Who Should Use Sharesight
Sharesight is best suited for:
- Investors with a buy-and-hold strategy
- Those who invest across multiple markets and currencies
- Dividend-focused investors looking for reliable income tracking
- Investors managing more than one portfolio
- Individuals who want clear, detailed insights into their investment performance
It may not be ideal for:
- Day traders or high-frequency traders
- Users focused on crypto or CFD trading
- Those seeking real-time execution or market depth tools
Value Proposition
Sharesight delivers a compelling mix of simplicity and depth. For individual investors, it offers an effective way to centralize and evaluate their portfolio without having to rely on clunky spreadsheets or disconnected data. Its automated features reduce workload, while its reporting tools bring transparency to portfolio performance. As investment strategies grow more complex, the platform’s structure and tools are robust enough to scale with the user’s needs.
Final Thoughts
Sharesight is a powerful and flexible portfolio tracker that caters to a wide range of investors. From casual investors wanting to track dividend income to serious investors managing international, multi-asset portfolios, it offers the tools necessary to gain meaningful insights and make informed decisions. The platform is well-designed, continually improving, and supported by a strong reputation among its user base. For anyone seeking a smarter, more efficient way to monitor their investments, Sharesight is an excellent choice.
