Free Basic features suitable for a single small portfolio. |
Investor $25 /month (Or $275/yr - save $25) Our most popular plan built for the DIY investor. |
Expert $39 /month (Or $429/yr - save $39) Extra portfolios let you manage additional tax entities |
Professional Sharesight professional is for Accountants, Bookeepers and Financial Planners |
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|---|---|---|---|---|
| Number of Portfolios | 1 |
3 |
5 |
Sharesight’s web based platform has been designed from the ground up to suit the needs of both you and your clients. |
| Number of Shareholdings | 10 |
Unlimited |
Unlimited |
|
| Customer Support | Forum |
Forum + Email |
Forum + Email |
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| Automatic Adjustments and Dividends | ||||
| Email Notifications | ||||
| Performance Reports | ||||
| Dividend Tax Reports | ||||
| Broker Email Import | ||||
| Historical Cost Report | ||||
| Record Unquoted Investments | ||||
| CGT Report | ||||
| Overseas Markets | ||||
| Portfolio Sharing | ||||
| Labels and Report Filtering | ||||
| Xero Integration | ||||
| Diversity Report | ||||
| Unrealised CGT Tax Report | ||||
| Sharesight Connect | Write Access |
Read + Write Access |
Read + Write Access |
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