Our commitment to Sharesight's free plan

At Sharesight, we’re working hard to build the world’s best investment portfolio solution. We empower investors by organising complex data, thereby assisting them to make informed decisions to reach their financial goals. With thousands of users globally, our goal is to bring institutional-level insights to all investors, from beginners to experienced investors and intermediaries such as brokers, accountants, family offices and financial advisers.

Supporting thousands of investors globally is not a free exercise so in this blog post, we’d like to explain why Sharesight remains committed to providing a free plan and how it works to support all investors along their financial journeys.

Understanding individual investing journeys

Investing is a deeply personal journey, shaped by various factors such as financial goals, risk tolerance and market understanding. Individuals embark on this journey at different points in their lives and come from diverse financial backgrounds. At Sharesight, we acknowledge and respect these various pathways and provide a valuable resource for everyone, regardless of their financial status.

By offering a free plan, we allow users to dip their toes into the world of portfolio tracking without the pressure of immediate financial commitment. This is particularly beneficial for beginners who are exploring investment options, allowing them to understand the platform's capabilities and features before deciding to upgrade. However, it’s equally important for sophisticated investors who need time to understand our methodology and the more complex features that we offer.

Changing the way people engage with their investments

Our commitment to a free plan is not just about attracting new users, it's about changing the way people engage with their investments. By democratising access to a world class portfolio tracking tool, we believe we are contributing to financial literacy and fostering a community of informed investors.

The free plan serves as an educational resource, allowing users to understand the nuances of portfolio management and investment analysis. This aligns with Sharesight's broader mission of empowering individuals to make better financial decisions, regardless of their level of expertise.

A number of students, educators, university teachers, and various publishers have used Sharesight as a way to educate and teach about investing. We could not be more proud when we see our screenshots used by authors and educators in the investing world.

From time to time, we do review inclusions in various plans and while that may change, we are committed to supporting the free plan into the future. This choice reflects our commitment to the array of investing journeys of our users and our dedication to providing an accessible platform. As users explore our free plan and experience the value Sharesight brings to their financial journey, they can choose to upgrade on their own terms, ensuring a meaningful relationship with their investment tracking.

Become a savvy investor with Sharesight

Join hundreds of thousands of investors worldwide using Sharesight to get deeper insights into their portfolio and make informed investing decisions. With Sharesight you can:

• Track all your investments in one place, including stocks in over 60 major global markets, mutual/managed funds, property, and even cryptocurrency
• Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
• Run powerful reports built for investors, including performance, portfolio diversity, contribution analysis, exposure, multi-period, multi-currency valuation and future income (upcoming dividends)
• Easily share access of your portfolio with family members, your accountant or other financial professionals so they can see the same picture of your investments as you do

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

FURTHER READING

• Event recap: Sharesight Investor-tech Conference 2023
• Announcing the Sharesight Fintech Scholarship's 2023 winner
• Event wrap-up: Sharesight customer celebration