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Review

Sharesight review: portfolio tracking with dividend and tax reports

Strong dividend and tax reporting across brokers. Not a tool for finding new stocks.

Updated 26 Oct 2026. Facts checked 26 Oct 2026 on official pages. Screenshots of official public pages only, no paid account used yet.

Reviewed by Kai Schukowski, review updated and facts checked 26 Oct 2026. Research, not advice.

Price from$7.00 a monthStarter, billed yearly
Free planYes1 portfolio, 10 holdings (including closed), 1 custom group. No tax reports on the free plan
Trial-
MarketsUSUKEURest of worldBlue = covered, grey = not covered

Our verdict

Sharesight tracks your portfolio across brokers and records dividends, corporate actions and capital gains automatically. Its reports, including tax reports on paid plans, are the main reason people use it.

The free plan allows 1 portfolio and 10 holdings, counting closed positions. Paid plans start at USD 7 a month billed yearly; Standard and Premium add future income, contribution analysis and multi-currency reports. A free trial is not mentioned on the pricing page, but free users get a demo portfolio with every report.

It covers 60+ exchanges, including London, Euronext and Xetra, and Abu Dhabi. Dubai is not listed.

Sharesight's homepage shows a portfolio dashboard with value by market and a holdings table. The holdings are only an example, not recommendations. Screenshot of the official page on sharesight.com, 25 Oct 2026.
The features page lists portfolio performance, dividend tracking and tax reports as the main jobs Sharesight covers. Screenshot of the official page on sharesight.com, 25 Oct 2026.

Who it is for, and who it is not for

Good fit if you are

  • Dividend investors with several brokers
  • People who need performance and tax reports
  • Investors with UK and European holdings

Look elsewhere if you are

  • People looking for ratings or research on new stocks
  • Anyone with more than 10 holdings who wants to stay free
  • Investors in Dubai-listed stocks

Key features

Automatic dividends and adjustments

All plans record dividends and corporate actions automatically, and include price and portfolio email alerts.

Source: sharesight.com
The dividend tracker shows future income as paid, pending, announced and estimated by month. Forecasts can change when companies cut or raise dividends. Screenshot of the official page on sharesight.com, 25 Oct 2026.

Broker sync and email imports

Syncs trades from selected brokers such as Interactive Brokers, and imports trade confirmation emails.

Source: sharesight.com

Reports

All plans include Performance, Sold Securities and All Trades reports. Standard and Premium add Future Income, Contribution Analysis, Multi-Currency Valuation and Drawdown Risk.

Source: sharesight.com
The performance view breaks return into capital gain, dividends and currency. Useful if you hold stocks in more than one currency. The holdings are only an example. Screenshot of the official page on sharesight.com, 25 Oct 2026.

Demo portfolio

Free users can explore the advanced reports on a demo portfolio before upgrading.

Source: sharesight.com

Supported exchanges

NYSE and Nasdaq, London, Euronext, Xetra, Frankfurt and others, plus Abu Dhabi (ADX).

Source: sharesight.com

Sharesight prices

Show prices in
Official prices where the provider publishes them. Other amounts are converted at the ECB euro reference rates of 21 Oct 2026 and marked "about".
PlanBilled monthlyBilled yearlyNotes
Free Free Free
Starter $9.33 $84.00$7.00 a month USD 7 a month when billed yearly
Standard $24.00 $216.00$18.00 a month USD 18 a month when billed yearly
Premium $31.00 $279.00$23.25 a month 25 a month when billed yearly

Seen from a US (Virginia) connection in USD on 22 Oct 2026. Prices can differ by region and may exclude sales tax or VAT. Price history and every source: Sharesight plans and prices.

Public pricing on 25 Oct 2026: Free, then Starter at USD 7, Standard at USD 18 and Premium at USD 23.25 a month when billed yearly. Check the live page for current limits and offers. Screenshot of the official page on sharesight.com, 25 Oct 2026.
Ready to try Sharesight? Check the price in your currency on the official page before you pay.
Visit Sharesight

Pros and cons

Pros

  • Tracks dividends across 60+ exchanges, including LSE, Euronext and ADX
  • Free plan for up to 10 holdings
  • Tax reports on paid plans

Cons

  • A portfolio tracker, not a tool for finding or rating new stocks
  • Closed positions count toward the 10-holding free limit
  • No free trial listed, only the free plan

How Sharesight ranks for each job

We rank tools by job, not overall. We score every tool on the same published criteria, using facts from official pages and our own testing. How we score.

Sharesight alternatives

Frequently asked questions

Is Sharesight free?

Yes, for 1 portfolio and 10 holdings, including closed ones. The free plan has no tax reports.

Does Sharesight have a free trial?

You can use the free plan instead (1 portfolio, 10 holdings), and free users get a demo portfolio to explore paid reports.

Which UAE exchange does it cover?

Abu Dhabi (ADX), with daily prices. Dubai (DFM) is not listed.

Sources: sharesight.com/pricing/, sharesight.com/supported-stock-exchanges-managed-funds-mutual-funds/, sharesight.com/partners/interactive-brokers/, sharesight.com/uk/pricing/

Some links are affiliate links, so we may earn a commission at no extra cost to you. How we make money. General information, not personal investment advice. Ratings and fair value estimates are model outputs or opinions and can be wrong.