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    How do you keep track of your portfolio once you have started buying shares, ETFs and LICs?

    Sharesight provides a clear and accurate picture of an investor's portfolio performance, which is essential for making informed investment decisions. By tracking all of the important data such as dividends and share splits, Sharesight ensures that investors have an accurate view of their portfolio's performance, which is critical for making informed decisions about their investments.


    Sharesight's advanced features such as benchmarking and custom reporting allow investors to analyze their portfolio in greater detail and make more informed decisions about their investments. The Sharesight community forum is a great resource for learning how to use the platform effectively and getting tips and advice from other investors.


    Sharesight is a valuable tool for any investor who wants to gain a better understanding of their portfolio performance and make more informed investment decisions. SIGN UP HERE FOR 4 MONTHS FREE ON AN ANNUAL PREMIUM PLAN

    • Track the price and performance of all of your investments in one place. Calculate returns inclusive of dividends, currency fluctuations and more with reports built for investors like you.
    • Benchmark your portfolio against any share, ETF or managed fund in Sharesight’s database.
    • Watch as corporate actions such as dividends, DRPs and share splits are automatically updated in your portfolio.
    • Shares your portfolio and tax reports with your accountant and save time, money and hassle during tax season.



    1. Comprehensive: Sharesight is a comprehensive portfolio tracker that allows investors to keep track of their holdings across multiple brokerages, asset classes, and currencies. This is important because investors often have multiple investments in different locations, and it can be difficult to keep track of them all.
    2. Accurate: Sharesight uses up-to-date market data to ensure that all transactions are recorded accurately. This includes dividends, share splits, and other corporate actions. This is important because it ensures that investors have an accurate picture of their investment performance and tax obligations.
    3. Tax reporting: Sharesight provides investors with detailed tax reports that are compliant with local tax laws. This makes tax time a breeze and helps investors to minimize their tax liabilities.
    4. Automated: Sharesight automates many of the tedious tasks associated with portfolio management, such as data entry and reconciliation. This allows investors to focus on more important things, such as making investment decisions.
    5. Customer support: Sharesight has a responsive and helpful customer support team that is available to answer any questions or concerns that investors may have.


    1. Cost: Sharesight is not a free service. While there is a free plan, it is limited in terms of the number of holdings that can be tracked. Investors with larger portfolios will need to upgrade to a paid plan.
    2. Learning curve: It takes some time to get familiar with the platform and to understand how to use all of its features.
    3. Limited integrations: While Sharesight integrates with many popular brokerages, it does not integrate with all of them.

    Overall, I would highly recommend Sharesight to any DIY investor who wants to keep track of their portfolio performance and tax obligations. Sharesight is accurate, comprehensive, and easy to use, and it can save investors a lot of time and money in the long run.

    Do you know how your investment is really performing? Sharesight award-winning portfolio tracking tool

    Learn more about Life Sherpa and how they

    Doug Morris CEO of Sharesight Portfolio Tracker

    Life Sherpa is an Authorised Representative (no. 468922) and Authorised Credit Representative (no. 469526) of MoneySherpa Pty Limited (ACN: 164 927 708) which holds Australian Financial Services Licence (AFSL No. 451289) and Australian Credit Licence (ACL No. 451289) issued by the Australian Securities and Investment Commission (ASIC) which govern how we provide these services.