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Sharesight

By Sharesight
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Free 14 day trial available
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Automatically track investment portfolios and sync share purchases, sales and dividends to Xero for effortless bank reconciliation and a complete financial picture
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Try this app
Free 14 day
trial available
Listed for
1 month
August 2026

Overview

Sharesight is an award-winning investment portfolio tracker used by investors, SMSF trustees, and accounting and advisory professionals to track shares, ETFs, managed funds and other investments — including multi-currency and cryptocurrency holdings — all in one place. Sharesight automatically imports historical and current trades from brokers, tracks corporate actions such as dividends, share splits and buybacks, and produces clear performance and tax reporting, including capital gains reports. Connecting Sharesight to Xero brings investment and accounting data together: share purchases, sales and dividends recorded in Sharesight flow into Xero for easy bank reconciliation, while bank account balances, term deposits and cash investments sync from Xero into Sharesight to build a complete, real-time financial picture. Accountants and financial advisers can share unlimited access with clients, giving full visibility into a client's financial position year-round, not just at tax time.

Sharesight + Xero

The Sharesight–Xero integration syncs data in both directions: Into Xero: share trades (buys and sells) and dividend/distribution payouts recorded in Sharesight are sent to Xero as transactions, ready to reconcile against bank statements. Out of Xero: bank account balances, term deposits and cash investments are pulled from Xero into Sharesight, so cash positions sit alongside share and fund holdings in one performance view. Setup is done from within Sharesight: connect an existing Xero organisation (or add Xero Cashbook as an add-on), then trades and dividends sync automatically going forward.

Pricing plans

This app includes a free 14 day trial

*All prices are exclusive of tax

Sharesight Business Plan

Pay as you need pricing
  • Tiered $9.20–$13.50 USD per portfolio/month depending on volume
  • Never pay more than $13.50 per portfolio

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Additional info

Shared data

Xero
Sharesight
Bank Transactionsshared from Sharesight to Xero
Linked Transactionsshared from Xero to Sharesight and from Sharesight to Xero

Functions

Reporting and forecastingAccountant tools

Industries

Accounting

App details

By Sharesight
Added in 2026

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@sharesight.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.