Sharesight Discount Code: Track Your Stocks, Save Time and Money

Jeremy BiberdorfBy: Jeremy Biberdorf

October 13, 2023October 13, 2023

Sharesight Coupon Code

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Sharesight is a prominent name in the realm of portfolio and stock tracking software. At its core, Sharesight is designed to consolidate all your investments into a single, easily accessible interface. It specializes in detailed performance analytics, dividend tracking, and tax reporting, catering to an investor community of over 300,000. Given its more than 200 software, broker, and partner integrations, Sharesight presents itself as a one-stop solution for modern investors. This Sharesight review dives into the ins and outs of the platform, presenting a comprehensive view of its benefits for traders and investors.

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What is Sharesight? website

Sharesight is a robust portfolio tracking software designed to provide investors with a comprehensive view of their investment holdings. The platform consolidates various types of investments into a single dashboard, making it easier for users to monitor performance, dividends, and even tax implications. With a community of more than 300,000 investors, Sharesight supports a broad array of assets, including over 250,000 stocks, ETFs, and funds, and offers more than 200 software, broker, and partner integrations.

The tool is equipped with features aimed at both novice and seasoned investors. These features range from detailed performance analytics to automated dividend tracking and shareable tax reports. Its tax reporting capabilities are particularly noteworthy, as they simplify the often complicated process of preparing investment-related tax documents.

Sharesight offers several pricing tiers to accommodate different needs and budgets. These include a free plan with limited features and three paid options: Starter, Investor, and Expert, each offering an increasing range of functionalities and support. Whether you’re managing a small portfolio or overseeing a complex array of multiple investments, Sharesight offers a scalable solution to suit your needs.

Key Features

  • Comprehensive Portfolio Tracking: Sharesight goes beyond merely tracking stocks. It enables investors to monitor a wide array of investment vehicles, including ETFs and funds. The system automatically integrates information about price, performance, and dividends from over 250,000 global assets, making it easy to have a unified view of your investment landscape.
  • Advanced Dividend Tracking: Sharesight offers an automated dividend tracking feature, which covers more than 250,000 global stocks and funds. This is particularly useful for investors who rely on dividends as a consistent source of income or reinvestment.
  • Tax Reporting: Sharesight simplifies tax season by providing easily shareable tax reports. This is a valuable feature that allows you to understand the tax implications of your investment decisions, offering an advantage over traditional brokers, which often lack robust data and performance analysis.
  • Deep Portfolio Analysis: With Sharesight, you can perform a deep dive into your portfolio’s performance. The platform allows customizable calculations, including options for considering dividend-inclusive performance, currency fluctuations, and more.
  • Multiple Integrations: Sharesight offers an impressive array of over 200 software, broker, and partner integrations, including industry giants like Charles Schwab, Robinhood, and Interactive Brokers.


The software is intuitive and straightforward to use. Once you sign up for an account, it’s simple to integrate your brokers for automatic tracking of your investments. For those who want to get a feel of the platform before making a commitment, Sharesight provides a free plan, although it is quite limited in its offerings.


Sharesight offers four different pricing plans:

  • Free Plan: Comes with 1 portfolio, 10 holdings, and limited reporting.
  • Starter ($15/month): Includes 1 portfolio, 30 holdings, and standard reporting.
  • Investor ($24/month): Provides 4 portfolios, unlimited holdings, and advanced reporting.
  • Expert ($31/month): Offers 10 portfolios, unlimited holdings, and full reporting with priority support.

Sharesight Discount Coupon Code: Pros and Cons


  • Supports a wide range of stocks, ETFs, and funds
  • Multiple software, broker, and partner integrations
  • Automated dividend tracking
  • Free plan available
  • Shareable tax reports


  • The free plan offers limited functionalities.

Sharesight Discount Code: How To Save

If you’re looking to maximize your savings while using Sharesight, you’ll be pleased to know that the platform does offer discount codes from time to time. These Sharesight coupon codes can provide you with a reduced rate on your subscription, adding an extra layer of financial benefit to an already robust portfolio tracking solution. Utilizing a discount code is a smart way to explore the platform’s more advanced features without the full financial commitment, enabling you to assess whether the platform aligns well with your investment goals and preferences.

Sharesight Discount Code: Is Sharesight Worth It?

Whether Sharesight aligns with your investment goals and preferences largely depends on your specific needs. The platform does offer a free plan, which allows you to assess its capabilities before opting for a paid subscription. However, to fully unlock the platform’s potential, one of the paid plans is necessary.

Sharesight emerges as an exceptionally robust portfolio tracker that provides comprehensive features and multiple integrations. Its detailed performance analytics and user-friendly interface make it an invaluable tool for hands-on investors looking for a comprehensive view of their investments. Save up to 33% via our link and enjoy all that Sharesight has to offer.

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Jeremy Biberdorf
Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He's a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.

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