What it does
Sharesight brings investment holdings and dividend records from supported brokers into one portfolio view. Its free account can track ten holdings, including closed positions. Paid plans increase the number of holdings and portfolios and add reporting options.
Use Sharesight's supported-partner list to choose an import route before assembling a portfolio. Connections include Interactive Brokers, Charles Schwab and Robinhood. Sign up for free without a credit card, then check the imported holding list against your statements.
Portfolio allowances and prices
| Plan | Monthly equivalent, paid annually in USD | Capacity |
|---|---|---|
| Free | $0 | One portfolio, ten holdings |
| Starter | $7 | One portfolio, 30 holdings |
| Standard | $18 | Four portfolios, unlimited holdings |
| Premium | $23.25 | Ten portfolios, unlimited holdings |
Taxes may apply. Starter also costs US$9.33 on monthly billing. Closed holdings count toward the Free and Starter limits, so a portfolio with frequent sales may reach its allowance even when few positions remain open.
Strengths
- Consolidates holdings from supported brokers
- Permanent free plan supports a small portfolio
Watch out for
- The free plan counts closed positions toward its ten-holding limit
Best for
- Consolidating a small multi-broker portfolio
Sources
- Sharesight portfolio tracking and supported brokers (Oct 27, 2026)
- Sharesight individual plans and pricing (Oct 27, 2026)