Sharesight
Portfolio tracking & tax reporting
Portfolio tracking and tax reporting for DIY investors across global markets.
What it covers
Sharesight is a analysis publication focused on Portfolio tracking & tax reporting. Its coverage spans Multi-Asset, and it is classified under allocator wealth with a asia pacific orientation, based in Auckland, New Zealand.
Portfolio tracking and tax reporting for DIY investors across global markets.
Pricing and access
Sharesight is partly free, with the full archive behind a paid tier.
The publisher does not list public pricing, so budget for a quotation request before committing.
Track record
First published in 2007, which makes it roughly 19 years into its run. Vintage matters in research: surviving one full cycle is a different claim from surviving a bull market.
It carries a Research Authority Score of 74/100, ranked 282 of 426 publications in the index, and is classified as a independent publication.
Who it is for
Sharesight suits readers who want a thesis they can hold for quarters rather than a level to trade today. With a freemium access model and a focus on Portfolio tracking & tax reporting, it fits readers who already know the sector and want depth rather than an introduction.
If your constraint is time rather than money, the question to ask is whether the publication tells you something the free feed does not: order flow, a primary-source ledger, a model, or a mechanism nobody else has priced.
How it is scored
Every publication in this index is scored 0 to 100 on the same five pillars: primary-source rigour (35%), differentiated niche edge (25%), track record and vintage (15%), institutional adoption (15%), and transparency and independence (10%). Sharesight scores 74.
Paid placement on this site affects visual prominence only. It never changes a publication's description, classification or score.
Frequently asked
- How much does Sharesight cost?
- ~$20/mo.
- What does Sharesight cover?
- Sharesight covers Portfolio tracking & tax reporting, across Multi-Asset. It is published as a analysis publication from Auckland, New Zealand.
- How is Sharesight ranked on newsletters.markets?
- It scores 74/100, ranked 282 of 426 publications in the index. Scoring weights primary-source rigour, niche depth, track record, institutional adoption and transparency. Paid placement never changes the score.
- Is there a free tier of Sharesight?
- Yes. Sharesight operates a freemium model, so you can read the free output before paying for the full archive.