Pricing & plans

Our portfolio plans grow along with you in your investing journey.

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Free

£0

Forever

1 Portfolio
10 Holdings
1 Custom group
Limited reporting
Basic support

Starter

£6

GBP per month
billed annually

£8 GBP billed monthly

1 Portfolio
30 Holdings
3 Custom groups
Limited reporting
Standard support

Investor

£14

GBP per month
billed annually

£18.67 GBP billed monthly

4 Portfolios
Unlimited Holdings
5 Custom groups
Advanced reporting
Standard support

Expert

£21

GBP per month
billed annually

£28 GBP billed monthly

10 Portfolios
Unlimited Holdings
10 Custom groups
Full reporting
Priority support

*Prices in GBP including VAT. Sharesight might be tax-deductible, ask your accountant for details. All paid plans include a 7 day free trial.

Compare plans and features

Core

Free

Starter

Investor

Expert

Portfolios

1
1
4
10

Holdings

10
30
Unlimited
Unlimited

Custom groups

1
3
5
10

Customer support

Basic
Standard
Standard
Priority
Portfolio

Supported markets

Automatic dividends & adjustments

Price & portfolio email alerts

Trade confirmation email imports

Record unlisted investments

Portfolio sharing

Benchmarking

File attachments

Cash accounts

Labels & report filtering

Xero integration

Reports

Performance

Taxable Income

Historical Cost

Sold Securities

All Trades

Diversity

Exposure

Future Income

Contribution Analysis

Multi-Currency Valuation

Multi-Period

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:

Managing client portfolios?

Pay for what you need. Whether you track 5 portfolios or 500, you never pay more than £13.50 per portfolio, per month.


Business pricing
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