All your investments in one place, not all over the place.
Track shares and ETFs from over 40 exchanges worldwide, plus NZ and AU managed funds. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties.
Sign up for free
Know your true performance
See the true performance of all your holdings – no matter where they live.
Track multiple asset classes
Track private equity, alternatives, real estate and more – all in a single place.
Make insight-driven decisions
Drive financial decisions knowing your end-of-day dynamic wealth position.
Swap your investment spreadsheet for Sharesight
Managing your investment portfolio used to involve hours spent manually updating a spreadsheet. Online investment portfolio tools like Sharesight make it easy.
Powerful investment performance & tax reports
Track investment performance over any period
Calculate the impact of capital gains, dividends and currency fluctuations on your portfolio with the Performance Report. Break down your performance along a range of preset and custom dimensions including country, market, industry and more. Compare how different investments perform within your portfolio and add custom labels to further filter the report.
Visualise your portfolio diversity
Track your asset allocation and calculate your portfolio diversity across FACTSET investment classifications or your own groupings with the Diversity Report. This makes it easy to rebalance your portfolio to your target asset allocation.
Track all your investment income
Report your investment income from dividends, distributions and interest payments with the Taxable Income Report. With historical dividend data going back over 20 years, the report makes it easy to calculate both local (New Zealand) and foreign income. The report can be run at any time, over any time period to help you complete your taxes.
Calculate your realized gains
Calculate your taxable capital gains if you’re classified as a “trader” by New Zealand’s Inland Revenue Department (IRD) with the Traders Tax Report. Carry forward losses from previous reporting periods, plus model different sale allocation methods to optimise your net gain.
Assess your Foreign Investment Fund income
Know if you need to pay tax on income Foreign Investment Fund (FIF) classified investments according to the rules of New Zealand’s IRD with the FIF Report. If you exceed the FIF threshold (generally $50,000 for individuals), Sharesight will automatically calculate your FIF income using both the Fair Dividend Rate and Comparative Value methods for tax purposes.
Built in NZ, for NZ investors
Investors just like you use Sharesight to get all the info they need to lodge their IRD tax returns.
Tax residency
Automatically calculate currency fluctuations for any international (non-NZX) investments.
IRD tax rules
Set your portfolio tax status to Investor or Trader and indicate your NZ Resident Withholding Tax Rate.
NZ financial year
Set your tax year to match the New Zealand financial year ending 31 March to automate your tax reporting.
Upload your holdings, and we’ll take it from there
Upload your holdings
Sign up and add your holdings – either by connecting to your broker, uploading a spreadsheet, or manually entering your trading history or opening balance.
Get automatic updates
Sit back and watch as corporate action data (such as dividends and stock splits) are automatically incorporated – going back up to 20 years, and ongoing.
Gain powerful insights
Graph your performance, benchmark your portfolio against market indexes, see your asset allocation, and visualise your portfolio diversity by market, sector, country, and more.
Don't just take our word for it
Over 400,000+ investors track their investments with Sharesight. Here’s what a few of them have to say:
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700
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Plans & Pricing
Start by tracking up to 10 holdings for free! Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features. And as a bonus, your Sharesight subscription may be tax deductible. *
Free
$0
Forever
Starter
$10.72
NZD per month
billed annually
$16 NZD billed monthly
Investor
$25.91
NZD per month
billed annually
$38.67 NZD billed monthly
Expert
$43.77
NZD per month
billed annually
$65.33 NZD billed monthly
Award-winning portfolio tracking
Save 4 months on an annual premium plan when you upgrade within 60 days of signing-up. Open to new or existing Free plan users only. May not be combined with other offers. The 33% discount, or saving 4 months, applies when comparing our standard monthly subscription fee against the annual pre-paid offer subscription fee.