What does Sharesight actually cost in 2026?

What Sharesight costs, in plain English

Free is useful for trying the product. Sharesight lists one portfolio, 10 holdings and one custom group. It is not the plan you pick for EOFY tax reporting.

Basic is the first paid step: $9 AUD per month when billed annually, or $12 AUD billed monthly. It lifts you to 30 holdings, still for one portfolio. Good for performance tracking. Not the tier to rely on if your real buying reason is a CGT report.

Standard is where the Australian tax-reporting decision usually lands. Sharesight lists it at $29 AUD per month billed annually, or $38.67 AUD billed monthly, with four portfolios, unlimited holdings and the Tax Pack included.

Premium is the bigger version: $49 AUD per month billed annually, or $65.33 AUD billed monthly. It adds more portfolios and priority support for investors with a broader setup.

The standalone Tax Pack is different. Sharesight lists it at $59 for the year for one portfolio with unlimited holdings and Australian tax reports including taxable income, capital gains and all trades. If you only want a tax-only export and not an ongoing tracker plan, include it in your decision.

The bit most people miss

If you are comparing portfolio trackers because EOFY is coming, do not compare only the lowest paid plan. Compare the cheapest plan that does the thing you actually need.

For a full Sharesight portfolio-tracking plan with Australian tax reports, the practical comparison is Sharesight Standard at $29/month billed annually versus Metrifly Starter at $7/month billed annually (or $9/month paid monthly). That is the cleanest like-for-like path if your job is: keep tracking your portfolio, then produce a CGT report you can reconcile.

The same outcome for less with Metrifly

Metrifly Starter includes unlimited holdings, broker file imports, multi-currency portfolios and Australian tax reporting for an individual entity. That covers the core job: track your portfolio through the year, then export the CGT and income reports you need at tax time.

The free tier is not just a landing page either. You can track one portfolio with up to 10 holdings and dividend tracking before you pay. When you are ready, the paid plans are laid out on one transparent pricing page.

We also publish the calculation logic behind the numbers. If you want to check how performance, income, CGT, franking and FX are treated, read the Metrifly methodology. If franking is your current pain point, the franking credit calculator shows the gross-up mechanics before you import your full portfolio.

Tax reports still need judgement. Metrifly helps you calculate and reconcile; it is not personal tax advice. Check your records with a registered tax agent before lodging.

Honest verdict: is Sharesight worth it?

Sharesight is genuinely strong. Its public story goes back to a Kiwi father-and-son spreadsheet problem in 2006 and its first paying customer in 2008. It says more than 500,000 investors use it globally, it integrates with hundreds of brokers and finance apps, and its pricing page describes it as a SOC 2 certified portfolio tracking and reporting service. Its performance pages also do a good job of showing ETF exposure — the kind of look-through that can matter when you hold several broad ETFs.

If maximum breadth, a long operating history and your accountant's existing Sharesight workflow matter more than the price, Sharesight may be a fine choice.

But if you are a self-directed Australian investor who mainly wants trustworthy tracking, dividend records and an AU tax report without paying up for the incumbent, Metrifly is the simpler value call. For a broader buying decision, compare the Sharesight alternative page or the full Metrifly vs Sharesight breakdown.