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Sharesight Review
Sharesight is not a forex or CFD broker. It is a New Zealand built portfolio tracking and tax reporting tool that connects to your existing broker accounts.
Min Deposit
N/A
Spreads From
Not applicable, Sharesight is a portfolio tracker, not a broker
Max Leverage
Not applicable, Sharesight is a portfolio tracker, not a broker
Platforms
2
Pros
- Long operating history dating back to 2006 in New Zealand
- Syncs automatically with hundreds of brokers and finance apps
- Covers performance and tax reporting across 40 plus exchanges
- Offers a genuinely free plan for up to 10 holdings
Cons
- Not a broker, so you cannot place trades directly through Sharesight
- Does not offer leverage, spreads, or any trading execution
- Advanced tax and reporting features require a paid subscription
- Depends on the accuracy of the broker feeds it connects to
Sharesight started in 2006, when a father and son duo in New Zealand, Tony and Scott Ryburn, got tired of tracking shares in spreadsheets and built a better way. It went online in 2008 with its first paying customer, opened a Sydney office in 2013, and launched internationally in 2015 after a two million dollar raise from its own customers. Today it serves more than 500,000 investors across over 150 countries.
Sharesight is a cloud based portfolio tracker, not a trading platform. It syncs with hundreds of brokers and finance apps, including Interactive Brokers and Charles Schwab, to automatically pull in trades, dividends, and corporate actions. It covers performance and tax reporting across more than 40 exchanges and over 100 currencies, with a free plan for up to 10 holdings.
Sharesight does not hold client money, execute trades, or offer leverage, so figures like spreads and maximum leverage do not apply here. You still need a separate brokerage account to actually buy and sell.
Max Leverage
Not applicable, Sharesight is a portfolio tracker, not a broker
Spreads From
Not applicable, Sharesight is a portfolio tracker, not a broker
Platforms
Platforms
