Sharesight: portfolio workflow and limits
A hosted portfolio ledger with holding limits and plan-specific reports. The free holding count includes investments already sold.
Edition and operating model
Hosted service
Selected cost and free boundaries
Free: one portfolio and ten holdings, including closed holdings. US Starter 9.33 USD monthly or 7 USD/month on annual billing; taxes may apply.
Keeping records
Imports and portfolio reporting; advanced multi-currency valuation depends on plan.
Limits to check
Do not infer every report in the feature table belongs to Free. Current pricing FAQ distinguishes basic reporting from paid diversity, exposure and advanced currency reports. Region and billing basis matter.
A practical migration test
Count open and closed securities, import one dividend/fee example and reconcile a sale plus a foreign-currency holding before migrating.
Preserve an independent copy of dated trades, fees, cash flows and valuation sources. Import compatibility and a displayed market value do not prove a fully reconciled return history. Try a small copied example and inspect export before replacing your primary record.
Primary evidence
Sharesight US plans and holdings limits
Checked 17 October 2026; no authenticated account, native broker connection or tax-report acceptance was tested.
Compare all selected trackers ยท Analyze a manual holdings snapshot