Sharesight Pricing: Cost and Pricing plans

Sharesight Pricing

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Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Free Free

Features

1 Portfolios
10 Holdings
1 Custom Group
Limited Reporting
Basic Support
Automatic dividends and adjustments
Price and Portfolio email alerts
Trade confirmation email imports
Record unlisted investments
Portfolio sharing
Performance reports
Taxable income reports
Historical costs report
Sold securities report

Starter $7.00 $9.33 per month

$7 per month/ Annual Billing

$9.33 per month/ Monthly billing

Features

1 Portfolio
30 Holdings
3 Custom groups
Limited reporting
Standard support
All features included in the Free plan plus
Benchmarking
File attachments
Cash accounts

Investor $18.00 $24.00 per month

$18 per month/ billed yearly

$24 per month/ billed monthly

Features

4 Portfolios
Unlimited Holdings
5 Custom Groups
Includes features of Starter plan, plus
Labels and Report Filtering
Xero Integration
Future Income report
Diversity report
Contribution Analysis report
Exposure report

Expert $23.25 $31.00 per month

$23.25 per month billed Yearly

$31 per month, billed monthly

Features

10 Portfolios
Unlimited Holdings
10 Custom Groups
Full reporting
Priority Support
Includes features of Investor plan, plus
Multi-currency valuation
Multi-period

Professionals Others

Built for accountants, advisers, and professionals

$13.5 per portfolio /month - 5 to 19 Portfolios

$12 per portfolio /month - 20 to 49 Portfolios

$10.5 per portfolio /month - 50 to 99 Portfolios

$9.2 per portfolio /month - 100 and above Portfolios

Features

Manage multiple client portfolios
Automatic trade tracking
Dividend payments
Corporate actions
Performance reports

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 22/07/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Sharesight FAQs

How much does Sharesight cost?

The pricing for Sharesight starts at $7.0 per month. Sharesight has 3 different plans:

Starter at $7.00 per month.
Investor at $18.00 per month.
Expert at $23.25 per month.

Sharesight also offers a Free Plan with limited features.

Learn more about Sharesight pricing.

Does Sharesight offer a free plan?

Yes, Sharesight offers a free plan.

Learn more about Sharesight pricing.

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