How can we help?

Sharesight offers several plan options for individual investors and a Business plan for accountants and advisors.

For full pricing details, see Sharesight UK pricing.

Not sure how to structure your portfolios or whether to use one portfolio per broker? See Adding your investments into Sharesight for guidance before choosing a plan.

Jump to: Free | Starter | Standard | Premium | Business

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Free

The Free plan is for investors who want to get started tracking their portfolio at no cost.

• 1 portfolio
• Up to 10 holdings
• 1 custom group
• Reports: Performance, Sold Securities, All Trades

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Starter

The Starter plan is for investors who want performance and diversity tracking with a single portfolio.

£6/month billed annually, or £8/month billed monthly.

• 1 portfolio
• Up to 30 holdings
• 3 custom groups
• Benchmarking
• Reports: Performance, Sold Securities, All Trades, Diversity, Exposure

Best for: Investors with a single account — such as a General Investment Account (GIA), ISA, or SIPP — with up to 30 holdings.

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Standard

The Standard plan is for investors who need to track multiple portfolios or hold more than 30 investments.

£14/month billed annually, or £18.67/month billed monthly.

• 4 portfolios
• Unlimited holdings
• 5 custom groups
• Labels & report filtering
• Cash accounts
• Xero integration
• Reports: Performance, Sold Securities, All Trades, Diversity, Exposure, Taxable Income, Historical Cost, Future Income, Contribution Analysis, Multi-Currency Valuation, Drawdown Risk, Calendar, Multi-Period

Best for: Investors with multiple account types (e.g. a GIA alongside an ISA or SIPP), or more than 30 holdings.

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Premium

The Premium plan is for investors who need professional-grade reporting across a large number of portfolios.

£21/month billed annually, or £28/month billed monthly.

• 10 portfolios
• Unlimited holdings
• 10 custom groups
• All reports including Multi-Period
• Priority customer support

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Business

The Business plan is for accountants, advisors, and family offices managing portfolios on behalf of clients.

• Unlimited portfolios
• Pay per portfolio — you never pay more than £13.50 per portfolio per month
• All reports available

See Getting started with Sharesight Business.

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Frequently asked questions

Which plan do I need if I have an ISA?

An ISA (Individual Savings Account) is a tax-free wrapper — capital gains and dividend income within an ISA are not subject to UK tax. If you have a single ISA with up to 30 holdings, the Starter plan is sufficient for tracking performance. For more than 30 holdings, the Standard plan gives you unlimited holdings.

Which plan do I need if I have a SIPP?

A SIPP (Self-Invested Personal Pension) is a tax-relieved pension wrapper where gains during growth are exempt. For a single SIPP with up to 30 holdings, Starter covers your needs. For more than 30 holdings, or to track your SIPP alongside another account, Standard is recommended.

I have a GIA, ISA, and SIPP. Which plan do I need?

Each account should be set up as a separate portfolio in Sharesight so that performance and reporting remain accurate for each wrapper. With three portfolios, you will need the Standard plan, which supports up to 4 portfolios with unlimited holdings.

Is the Capital Gains Tax report available for UK users?

The Capital Gains Tax report is not yet available for UK users. Currently, Sharesight offers the Taxable Income report for UK portfolios on the Standard plan and above.

Can the Exposure report look through managed funds?

No — the Exposure report shows your top-level holdings only. It does not look through the underlying holdings of managed funds. If you hold ETFs, the Exposure report can show their underlying constituents, but this is not supported for managed funds.

What is the difference between Starter and Standard?

The key differences are:

• Portfolios: Starter supports 1 portfolio; Standard supports 4 with unlimited holdings.
• Holdings: Starter is capped at 30 holdings; Standard has no limit.
• Reports: Standard adds Taxable Income, Historical Cost, Future Income, Contribution Analysis, Multi-Currency Valuation, Drawdown Risk, and Multi-Period reports not available on Starter.

Can I set my account type to ISA, SIPP, or GIA in Sharesight?

Yes — when creating a portfolio, you can select your tax entity (Individual, Trust, or Company). For Individual accounts, choose your specific account type: General Investment Account (GIA), ISA, SIPP, or Trader. This ensures your portfolio is configured with the right reporting settings for your account.

What counts as a holding?

A holding is a single investment position — for example, shares in a company, an ETF, a mutual fund, or another listed security. Each unique instrument you own in a portfolio counts as one holding.

Is there a discount for annual billing?

Yes — annual billing is approximately 25% cheaper than monthly billing. See Sharesight UK pricing for current rates.