Cloud-based portfolio tracking & tax reporting for DIY investors

single Portfolio

FREE

for life
  • 1 portfolio
  • 10 holdings
  • Self-serve support
    (help website + community forum + videos)
investor

$25

per month
  • 3 portfolios
  • Unlimited holdings
  • Self-serve + email support
  • Unlimited sharing
  • Xero integration
  • Advanced reporting
expert

$39

per month
  • 5 portfolios
  • Unlimited holdings
  • Self-serve + email support
  • Unlimited sharing
  • Xero integration
  • Advanced reporting
Need More?
Track unlimited portfolios

All shareview plans include:

Automatic Dividends & Adjustments icon

Automatic Dividends & Adjustments

Let shareview automatically calculate and record dividends and corporate actions for shares, funds, and ETFs listed on ASX, NZX, LSE, NYSE, and NASDAQ - with historic data going back 10 years or more. (You can manually record unlisted shares, managed funds, or shares listed on a foreign market that shareview does not yet support.)

Standard Performance & Tax Reporting icon

Standard Performance & Tax Reporting

Run detailed Performance, Taxable Income, Historical Cost, Sold Securities, All Trades, and CGT reports over any date range.

Email Notifications icon

Email Notifications

Enable daily price change and corporate action alerts along with a weekly portfolio performance summary so that you’re always up to date.

View Pricing Plan Comparison Chart

Single Portfolio

Free

for life

Investor

$25

per month

Expert

$39

per month

Number of PortfoliosWhat does this mean?infoNumber of PortfoliosA portfolio is required for each tax entity that you need to manage. 1 3 5
Number of HoldingsWhat does this mean?infoNumber of HoldingsA holding refers to an individual investment. There’s no limit to the number of trades, dividends, and adjustments that you can record under each holding. 10 Unlimited Unlimited
Customer SupportWhat does this mean?infoCustomer SupportOur help website and videos offer helpful tutorials, and our community forum is actively monitored by shareview staff. Email support provides additional private one-on-one support if you need it. Forum Forum + Email Forum + Email
Automatic Dividends & Adjustments What does this mean?infoAutomatic Dividends & Adjustmentsshareview will automatically calculate and record dividends and adjustments for the markets that we support. In most cases we have historic data going back 10 years or more. Yes Yes Yes
Overseas MarketsWhat does this mean?infoOverseas MarketsSupport for NZX, LSE, NYSE, and NASDAQ in addition to ASX. Yes Yes Yes
Standard ReportsWhat does this mean?infoStandard ReportsRun detailed Performance, Taxable Income, Historical Cost, Sold Securities, All Trades and CGT reports. Yes Yes Yes
Email NotificationsWhat does this mean?infoEmail NotificationsEnable daily price change and corporate action alerts along with a weekly portfolio performance summary so that you’re always up to date. Yes Yes Yes
Record Unlisted InvestmentsWhat does this mean?infoRecord Unlisted InvestmentsManually record unlisted shares, managed funds, or shares listed on a foreign market that shareview does not yet support. Yes Yes Yes
Portfolio SharingWhat does this mean?infoPortfolio SharingGrant online access to others, including your partner, accountant, or financial advisor. Yes Yes
Xero IntegrationWhat does this mean?infoXero IntegrationIntegrate your portfolio data with Xero’s online accounting software. Yes Yes
File AttachmentsWhat does this mean?infoFile AttachmentsStore your contract note or any other file against your holdings and transactions. Yes Yes
Labels & Report FilteringWhat does this mean?infoLabels & Report FilteringLabel your holdings and then use filters to report on your own custom categories. Yes Yes
BenchmarkingWhat does this mean?infoBenchmarkingBenchmarking allows you to select any ETF in our database to use for comparison against your portfolio. Yes Yes
Future Income ReportWhat does this mean?infoFuture Income ReportView expected upcoming dividend and interest payments. Yes Yes
Diversity ReportWhat does this mean?infoDiversity ReportView your portfolios diversification by market, country, industry classification and investment type. Yes Yes
Unrealised CGT ReportWhat does this mean?infoUnrealised CGT ReportReport on your unrealised CGT liability as at any date. Great for tax forecasting. Yes Yes
Need More?
Track unlimited portfolios

Buy a yearly membership and get 1 month free!*
Plus, your shareview subscription may be tax deductible!**

* Not valid with other offers
**Your shareview subscription may be tax deductible if you drive income from the share market. Check with your accountant for details.