Should You Sign Up For Sharesight

Jeremy BiberdorfBy: Jeremy Biberdorf

November 1, 2023November 1, 2023

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Sharesight is an intelligent portfolio monitoring software designed for investors of all experience levels. Whether you’re just starting or have been investing for decades, Sharesight provides an easy-to-use platform to track your investments across accounts, asset classes, and brokers in one place.

Sharesight offers an intuitive interface to see how your shares and funds are performing at a glance. You can link data from over 200 supported brokers to view holdings, transactions, and returns in a consolidated investment portfolio summary. Performance reports provide insights into important metrics like your investment returns, asset allocations, and tax obligations to help guide your investment decisions.

Whether you invest in shares, property, cryptocurrency or all of the above, Sharesight provides a robust, all-in-one solution to monitor your investments. So, should you sign up for Sharesight?
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Sharesight Key Features

Sharesight offers tons of useful features for investors. Here are some of the key highlights:

  • Integrations Galore: Sharesight connects to over 200 global brokers and 40+ markets, as well as software partners like Charles Schwab, Robinhood, and Interactive Brokers. This makes it easy to track all your investments in one place.
  • In-Depth Portfolio Analysis: It provides deep insights into your portfolio’s performance. You can see details on stocks, ETFs, funds, and more. Track things like returns, asset allocation, and benchmark comparisons to optimize your investments.
  • Simplified Tax Reporting: Thanks to Sharesight’s dividend tracking, generating powerful reports for your accountant or the IRS is a breeze. You’ll have an easy-to-read summary of dividends, capital gains, and losses to simplify your taxes.
  • Dividend Tracking: Dividends are an important part of many portfolios, providing compounding returns over time. Sharesight tracks your dividends and distributions in real-time so you know exactly how much you’re earning from your investments.
  • Diversity Report: Sharesight’s Diversity Report gives you a high-level look at how diversified your portfolio is. Diversification is key to stable long-term returns, so this report helps ensure your investments are balanced and not too concentrated in any one sector or region.

Sharesight Pros

Sharesight offers some compelling benefits for investors. Here are a few of the major pros of using their platform:

  • Low cost: Sharesight’s basic plan is free to use for up to 10 holdings. Their paid plans are also very affordable, starting at just $15 per month. For casual investors or those just starting, the free plan provides an easy, low-risk way to track your portfolio.
  • Easy to use: Sharesight is designed to be simple to navigate. You can manually add and edit holdings, set up regular contributions, and run reports with just a few clicks. The dashboard gives you an overview of your portfolio’s performance at a glance.
  • Tax time made easy: Come tax season, Sharesight can generate capital gains reports to make filing your taxes a breeze. Most accountants and the tax office accept their tax reports.
  • Stay on top of your investments: Sharesight sends you regular Sharesight product updates on your holdings, like price alerts, dividend notices, and year-end summaries. You can also set SMS or email alerts for price thresholds or large price changes so you always know what’s happening in your portfolio.

Sharesight Pricing and Subscription Options

Sharesight offers several subscription plans to suit different needs and budgets. Their pricing is straightforward and affordable for most investors.

Free Plan

Sharesight’s free plan is a great way to get started. It includes:

  • 1 portfolio
  • 10 holdings
  • 1 custom group
  • Limited reporting
  • Basic email support

This is ideal if you’re just dipping your toe into the world of investment tracking and want to see what Sharesight can do before committing to a paid plan.

Starter Plan

For casual investors, the Starter plan provides solid features at a low cost. It offers:

  • 1 portfolio
  • 30 holdings
  • 3 custom groups
  • Standard reporting
  • Standard email support

The Starter plan is very budget-friendly but may feel limiting if you have a larger portfolio or want access to more advanced tools.

Investor Plan

Sharesight’s Investor plan is their most popular and provides a good balance of features for active investors. It includes:

  • 4 portfolios
  • Unlimited holdings
  • 5 custom groups
  • Advanced reporting
  • Standard email support

The Investor plan offers flexibility and customization that suits most investment needs.

Expert Plan

For professional investors, Sharesight’s Expert plan delivers its full suite of tools and support. It provides:

  • 10 portfolios
  • Unlimited holdings
  • 10 custom groups
  • Full reporting
  • Priority email support

The Expert plan is ideal if you need to track complex portfolios across multiple accounts or require the highest level of service.

Should You Sign Up for Sharesight

So, you’ve started investing and want to get serious about tracking your portfolio. At this point, you’re probably wondering if a tool like Sharesight is right for you. The short answer is: it depends.

Sharesight provides insightful reports to help guide your investment decisions. The platform can analyze your portfolio’s exposure to sectors, countries, and risk factors. You’ll also get personalized investment research and recommendations based on your holdings.

To check out Sharesight for yourself, click here to see how it aligns with what you’re looking for in an investment analysis platform. You can save up to 33% via our link. Sharesight offers free trials for all paid plans so that you can take it for a test drive.
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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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