Built for accountants, advisors & family offices

Automatically track listed and unlisted investments, including dividends, corporate actions and capital gains across your clients' portfolios.


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User Interface of Sharesight Professional's portfolio and dividend tracker for accountants and financial advisers
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Take the hassle out of portfolio management

Chasing clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Sharesight automates the tedious tasks so you can focus on growing your business.

Pay as you need pricing

A plan that can scale with your business.

*Prices in EUR excluding VAT.

EUR per portfolio/per month*

Portfolios

13.5

5-19
Portfolios

12

20-49
Portfolios

10.5

50-99
Portfolios

9.2

100+
Portfolios
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Onboarding made easy

Effortlessly establish your clients’ portfolios in Sharesight with help from our dedicated team, and ensure secure data sharing within your team and with your clients.

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:

Automate your practice with a 30-day free trial

No credit card needed.


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