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
Sharesight Business Plan
- Tiered $9.20–$13.50 USD per portfolio/month depending on volume
- Never pay more than $13.50 per portfolio
Getting started
- Sign up for a Sharesight account (or use an existing one).
- Add your portfolio holdings — import trades from a broker, upload a CSV, or enter them manually.
- Connect your Sharesight portfolio to Xero from within Sharesight's settings.
- Trades, sales and dividends then sync automatically to Xero, ready for reconciliation.




