Sharesight
Sharesight is a Wellington-based SaaS portfolio tracker that consolidates stocks, ETFs, dividends and multi-broker holdings across 150+ countries, serving self-directed investors alongside accountants, financial advisers and SMSF trustees through freemium and tiered subscriptions.
- Company typePrivate
- Founded2006
- HeadquartersWellington, New Zealand
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Sharesight does
Sharesight is a Wellington, New Zealand-headquartered SaaS portfolio tracking platform founded in 2006 by a father-son team frustrated with manual spreadsheet workflows. The web-based product consolidates investments across multiple brokers and asset classes (stocks, ETFs, dividends, precious metals, cryptocurrencies, international markets) into a single performance and tax-reporting view. Its core technical components include a public API, integrations with 200+ brokers and software partners spanning markets such as the US, UK, Australia, Canada and Europe, and a recent generative AI layer built on AWS Bedrock with Anthropic Claude for automated investment statement processing (PDF, CSV and other formats) and report summarisation.
The company operates a four-tier freemium subscription model (Free, Starter USD 7/month, Standard USD 18/month, Premium USD 23.25/month annual pricing), supplemented by region-specific landing pages and GBP pricing for the UK. Customer segmentation spans self-directed retail investors (primary), accountants and tax professionals, financial advisers, SMSF trustees and family offices, each served by a dedicated module (Sharesight for Accountants, Financial Advisers and SMSFs) with partner programmes. Distribution combines a product-led self-serve motion, an affiliate programme paying up to 50% first-year commission to finance creators, partner programmes for accountants and advisers, and a public API for technology integrations. SOC 2 and GDPR compliance underpin the data security positioning.
Sharesight raised approximately USD 2 million in 2015 from its customer base and has otherwise been largely bootstrapped, supporting 500,000+ users globally with a lean 11-50 person team across offices in Wellington and Sydney. Leadership comprises CEO Doug Morris (ex-Morningstar, appointed 2015), newly appointed COO Vanessa Morris (ex-Thomson Reuters, 2025) and a board that includes Andrew Bird (Chairman, ex-Morningstar Australia CEO) and Nigel Allfrey (ex-BlackRock). The company has positioned itself as a specialist wealthtech tool with depth in Australian CGT, SMSF compliance and multi-jurisdictional broker coverage, recently bolstered by AI-powered automation features and recognition through the 2025 Australian Wealth Management Awards.
Sharesight firmographics
Firmographics- Name
- Sharesight
- Legal name
- Sharesight Ltd.
- Website
- https://sharesight.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Sharesight is a Wellington-based SaaS portfolio tracker that consolidates stocks, ETFs, dividends and multi-broker holdings across 150+ countries, serving self-directed investors alongside accountants, financial advisers and SMSF trustees through freemium and tiered subscriptions.
- Ownership category
- akta.pro rank
Sharesight industry classification
Industry- Product category
- Investment Portfolio Tracking Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
Keywords
Where Sharesight is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Offices2 records
Markets served
Sharesight business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: Four-tier subscription model: Free (10 holdings, 1 portfolio), Starter ($7/month annual), Standard ($18/month annual), Premium ($23.25/month annual). Revenue is recurring, billed monthly or annually. UK pricing: £6-21/month. Premium features unlock additional portfolios, custom groups, and advanced functionality.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free - Basic portfolio tracking for getting started |
| Subscription | Annual | Starter - Simple reporting and portfolio management |
| Subscription | Annual | Standard - Advanced insights across multiple portfolios |
| Subscription | Annual | Premium - Professional-grade reporting and support |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Sharesight product offering
Product offeringCore offering
Sharesight is a web-based investment portfolio tracking platform that consolidates stocks, ETFs, dividends, precious metals, and data from multiple brokers and global markets into a single view. The platform provides automated performance reporting, dividend tracking, and tax reporting (including Australian CGT), and is offered in dedicated editions for accountants, financial advisers, SMSF trustees, and businesses.
Product overview
Sharesight is a unified portfolio tracking platform for self-directed investors, offering a core web-based tracker plus specialised solutions for different user segments. The core Sharesight platform consolidates stocks, ETFs, dividends, precious metals, and multiple broker connections into a single view, with built-in features for tax reporting, performance analysis, and dividend tracking. The platform extends through dedicated modules for Accountants, Financial Advisers, and SMSFs (Self-Managed Super Funds), each offering tailored functionality and partner benefits. Supporting tools include standalone calculators (Dividend, Australian CGT, Investment Return, Average Price, CAGR) that complement the main platform. The Sharesight API enables third-party partners to integrate for data exchange and extended functionality.
Differentiator
Problem solved
Functional benefit
Products and services
- Sharesight Core web-based portfolio tracker for self-directed investors that consolidates stocks, ETFs, dividends, precious metals, brokers and global markets into one view, with performance reporting, tax reporting, and dividend tracking.
- Sharesight for Business Portfolio tracking solution tailored for businesses, family offices, and enterprises with enhanced reporting, multi-portfolio management, and professional-grade reporting features.
- Sharesight for Accountants Specialised portfolio tracking software for accountants and tax professionals enabling automated data processing and simplified portfolio administration with partner benefits and time savings of up to 90% on intricate client investment portfolios.
- Sharesight for Financial Advisers Portfolio management solution for financial advisors to track and report on client investments, with partner benefits and tools to bridge the advice gap through technology.
- Sharesight for SMSFs Portfolio tracking software designed for Self-Managed Super Funds, helping auditors and trustees manage diverse asset portfolios including international stocks and crypto, with compliance support for upcoming Division 296 super tax requirements.
- Sharesight API Public API enabling technology partners to connect to Sharesight for portfolio data input and retrieval, performance and tax reporting, with access to Sharesight's universe of self-directed investors, financial advisors, family offices, and accounting firms.
Quantifiable outcome
- Up to 90% time savings for Australian tax accountants when handling intricate client investment portfolios
- +1 more outcomes
Companies that use Sharesight
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Sharesight technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability5 records
Feature4 records
Sharesight partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core, support and growth.
- RobinhoodcoreBroker integration partner enabling Robinhood users to connect their portfolios to Sharesight for consolidated tracking across multiple platforms.
- Charles SchwabcoreBroker integration partner enabling Charles Schwab users to import their investment data into Sharesight.
- Interactive BrokerscoreBroker integration partner enabling Interactive Brokers users to connect their portfolios to Sharesight.
- Hargreaves LansdowncoreUK broker integration partner enabling Hargreaves Lansdown users to track their portfolios on Sharesight.
- Trading 212coreUK broker integration partner enabling Trading 212 users to connect their portfolios.
- Interactive InvestorcoreUK broker integration partner enabling Interactive Investor users to track their portfolios.
- Amazon Web Services (AWS)coreInfrastructure provider for Sharesight's cloud hosting, database, and AI processing capabilities via AWS Bedrock for AI-powered data conversion.
- Claude (Anthropic)coreAI provider for investment data processing and conversion of investment statements and trade data into standardised formats. Data processed via Bedrock tool, not used for AI model training.
- API Technology PartnerscoreTechnology partners who integrate with Sharesight's API for portfolio data input and retrieval. Partners gain access to performance and tax reporting capabilities and exposure to Sharesight's growing universe of self-directed investors, financial advisors, family offices, and accounting firms.
- Accountants & Financial Advisers (Business Partners)coreAccountants and financial advisers who partner with Sharesight to minimise admin and maximise insights for their clients. Partner program provides simplified portfolio admin and intelligence with partner benefits.
- IntercomsupportCustomer communication platform used for in-app messaging and support conversations.
- AsanasupportTicketing system used internally for tracking feature requests and bugs.
- MixpanelsupportAnalytics platform for tracking user behavior and engagement with the platform.
- Campaign MonitorsupportEmail marketing platform used for marketing campaigns and customer communications.
- Finance Content Creator AffiliatesgrowthBloggers, podcasters, YouTubers, and speakers who promote Sharesight through affiliate links, earning up to 50% commission on first-year subscriptions. Program leverages influence within the investor community.
Scale indicators5 records
Recent moves8 records
Expansion highlights5 records
Sharesight competitors and assessment
Company assessmentDirect peers
- Stock Rover: Stock Rover provides portfolio tracking, performance analytics, and investment research primarily for US self-directed investors. It is a direct subscription peer focused on the same retail investor workflow that Sharesight addresses, with similar multi-broker consolidation and dividend tracking features.
- CoinTracker: CoinTracker is a leading crypto portfolio tracking and tax reporting platform that has expanded into broader investment tracking. It overlaps with Sharesight on multi-asset consolidation and tax reporting for crypto-heavy portfolios, and shares the same PLG, free-tier entry motion.
- Kubera: Kubera is a direct competitor offering modern portfolio tracking that consolidates assets across multiple banks, brokers, and crypto exchanges. Like Sharesight, Kubera focuses on cross-account aggregation with global currency support and targets high-net-worth individuals and self-directed investors, making it the closest like-for-like modern alternative.
- Delta Investment Tracker: Delta is a multi-asset portfolio tracker app (stocks, ETFs, crypto, NFTs) with broad global broker connectivity. It targets the same self-directed, multi-broker retail audience as Sharesight and is a leading modern alternative in the consumer portfolio tracking category.
Broad incumbents
- Empower Personal Dashboard: Empower (formerly Personal Capital) offers a broad personal financial management dashboard that aggregates investment, bank, and retirement accounts, with performance tracking and fee analysis. It is a much larger incumbent in the consolidated portfolio tracking category, especially in North America, and overlaps significantly with Sharesight's value proposition for affluent retail investors.
- Morningstar Portfolio Manager: Morningstar offers portfolio management tools for self-directed investors alongside its much broader research, data, and rating franchise. Sharesight's leadership (CEO Doug Morris and Chairman Andrew Bird both ex-Morningstar) signals direct familiarity, and the products compete for the same investor audience, though Morningstar operates at far greater scale and breadth.
- Quicken (Intuit): Quicken is a long-established incumbent in personal financial management and investment tracking, particularly strong in the US retail investor segment. It competes with Sharesight on portfolio reporting, tax preparation, and household budgeting, though with a desktop-centric legacy product.
Emerging players
- Seeking Alpha Portfolio: Seeking Alpha's portfolio tool allows self-directed investors to track holdings and analyze performance alongside its research content. It targets a similar investor profile and has been expanding portfolio management features, positioning it as an emerging competitor in the tracking and reporting category.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Sharesight social profiles
Digital presenceSharesight compliance and trust
Trust signalCompliance2 records
Sharesight financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sharesight leadership team
Management profileNumber of profiles
Profiles10 records
Sharesight funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sharesight M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sharesight
What does Sharesight do?
Sharesight is a web-based investment portfolio tracking platform that consolidates stocks, ETFs, dividends, precious metals, and data from multiple brokers and global markets into a single view. The platform provides automated performance reporting, dividend tracking, and tax reporting (including Australian CGT), and is offered in dedicated editions for accountants, financial advisers, SMSF trustees, and businesses.
Is Sharesight a public or private company?
Sharesight is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Sharesight founded?
Sharesight was founded in 2006. It employs 11 to 50 people.
Where is Sharesight based?
Sharesight is headquartered in Wellington, New Zealand, in the Oceania region.
How does Sharesight make money?
One revenue line is on record: subscription Plans.
Who are Sharesight's main competitors?
Direct peers on record are Stock Rover, CoinTracker, Kubera and Delta Investment Tracker. Broad incumbents are Empower Personal Dashboard, Morningstar Portfolio Manager and Quicken (Intuit). Seeking Alpha Portfolio is listed as an emerging player.
Does Sharesight have an API?
Yes. Sharesight offers a public API that enables partners and developers to connect to the platform for portfolio data input and retrieval. The API leverages data intelligence for performance and tax reporting, and provides access to Sharesight's universe of self-directed investors, financial advisors, family offices, and accounting firms. Partners can integrate with Sharesight to extend their product functionality. Developer documentation is at portfolio.sharesight.com/api.
What industry is Sharesight in?
Sharesight's product category is Investment Portfolio Tracking Software. Its primary akta.pro industry code is FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.