Is Sharesight really free?

Yes, Sharesight has a permanently free plan. It allows you to track up to 10 holdings in one portfolio. It's a great way to test the platform, but you'll need to upgrade to a paid plan if you have more holdings or want access to advanced reporting features like the Capital Gains Tax report.

Does Sharesight have a mobile app?

Yes. Sharesight has a free mobile app for iOS (on the App Store) and Android (on Google Play) that anyone can download, including Free plan users, for portfolio tracking and a watchlist. Its website is also mobile-responsive, so you can use the full platform through the web browser on your smartphone or tablet.

Sharesight is an independent company owned collectively by its founders, key directors, and customers-turned-investors. It was founded by father and son, Scott Ryburn and Tony Ryburn.

What has changed about Sharesight in the last 12 months?

While there have been no major product overhauls, Sharesight has updated its plan names and pricing structure. Its paid plans in Australia are now called Basic, Standard and Premium. See the pricing table above for what each plan includes.

Can Sharesight do my tax return for me?

No, Sharesight cannot prepare or lodge your tax return. However, it generates tax reports, like the Capital Gains Tax and Taxable Income reports, that provide the key figures you or your accountant need to complete your tax return. This can save a significant amount of time and effort.