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Should I use Sharesight?

Stock Portfolio Tracker | Sharesight - sharesight.com

Worth it. Buy if you're a DIY investor juggling multiple brokers and dividends — it's the category staple with 300k+ users. Skip if you hold a handful of stocks; a spreadsheet covers that.

Confidence

Medium. Based on 30+ public sources; exact paid prices not visible in evidence.

Ratings

  • Value for money
  • Ease of use
  • Feature depth
  • Support qualityOnly community forum evidence found
  • Security posture

Pricing

$0

Free

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed
Free tierYes
Paid editionsNot shown in sources

Best for

  • DIY investors across multiple brokers
  • Dividend-focused investors
  • AU/NZ/UK/US market investors
  • Financial advisers (Pro tier)

Not for

  • Casual investors with a few holdings
  • Day traders needing real-time quotes
  • Crypto-only portfolios
  • Anyone unwilling to pay after free-plan cutbacks

Gotchas - check before you buy

medium

Free plan changed in 2025; verify current holding limits before relying on it

medium

Free tier caps portfolios and holdings, per Sharesight's own upgrade marketing

medium

Paid membership value is debated among long-time users

low

Guess: some broker connections require manual data entry, not automatic sync

Pros and cons

Pros

  • Tracks dividends and total returns across many global exchanges
  • SOC 2 Type 2 certified; two-factor authentication available
  • Free plan exists to get started
  • Xero integration for accounting workflows
  • Strong word-of-mouth in AU/NZ/UK investing communities

Cons

  • Free plan limits tightened recently, pushing users toward paid tiers
  • Users actively question whether paid membership is worth it
  • Some accounts need manual keying of transaction data

Sources & method

Analyzed 10/04/2026 - 12 sources - SOC 2 Type 2 certified, 2FA supported, published data-protection practices; no known vulnerabilities found in the sources reviewed.

official x3review x5security x3news x1

Key stats

  • Value for money: 3/5

    Rating

  • $0

    Starting price

  • 12

    Sources

  • Analyzed

  • Value for money: 3/5. Free tier shrinking; paid worth debated
  • Ease of use: 4/5. Recommended by users across communities
  • Feature depth: 4/5. Multi-exchange, dividends, Xero, adviser tiers
  • Support quality. Only community forum evidence found
  • Security posture: 4/5. SOC 2 Type 2, 2FA, published practices
  • 300,000+ Users DIY investors worldwide (Crunchbase)
  • Yes Free tier Free plan, limits tightened 2025
  • 4 Pricing tiers Paid editions listed on G2
  • 614 Trustpilot reviews Investment services category

Pricing

Free

$0

  • Limited portfolios and holdings
  • Core tracking features included

Paid editions

Not shown in sources

  • 4 paid tiers per G2
  • Adviser and business tiers exist

Security

SOC 2 Type 2 certified, 2FA supported, published data-protection practices; no known vulnerabilities found in the sources reviewed.

What users say

Users recommend it for portfolio and dividend tracking, but free-plan cutbacks and paid-tier value draw pushback.

“Is sharesight paid membership worth it ?”
Reddit, r/ausstocks
“Sharesight free plan changes”
Reddit, r/fiaustralia

Alternatives

Compare Sharesight with each alternative.

  • Google Sheets

    Free spreadsheet beats any paid tracker under ten holdings

Full analysis

Based on 30+ public sources; exact paid prices not visible in evidence.

Solid DIY portfolio and dividend tracker with a free tier; free-plan cuts and paid-tier value are the friction points.

Methodology

Based on 30+ public sources; exact paid prices not visible in evidence.

Sources

  1. Sharesight Pricingsharesight.com
    official
  2. review
  3. review
  4. security
  5. security
  6. security
  7. official
  8. 7 Reasons to Upgradesharesight.com
    official
  9. news
  10. review
  11. review
  12. review

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