Pricing comparison

Sharesight pricing, translated into investor decisions

A pricing page tells you the monthly number. This page helps you work out the plan you actually need for Australian tax reporting, dividend tracking and multiple portfolios — then compares it with Metrifly's simpler path.

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FeatureMetriflySharesight
Pricing
Free tier$0 · 1 portfolio · 10 holdings · dividend tracking$0 · 10 holdings · no tax report
Plan with tax reportingStarter — $12/mo billed annually ($15 monthly) · 1 portfolio · unlimited holdingsStandard — $29/mo billed annually ($38.67 monthly)
Standalone tax add-onNo standalone add-on · tax reports included from StarterTax Pack — $59/yr · 1 portfolio AU tax reports
Multi-portfolio planStandard — $20/mo billed annually ($25 monthly) · 3 portfolios · unlimited holdingsStandard tier and up
AU Tax
AU CGT report + 50% discountSupportedSupported
Entity-aware (Individual / Company / Trust / SMSF)SupportedSupported
Sale-allocation methods (FIFO / LIFO / minimise …)SupportedSupported
Franking credits + franked/unfranked splitSupportedSupported
AMIT / trust distributionsSupportedSupported
Foreign income / FITOSupportedSupported
ATO myTax reportSupportedSupported
Assets & Coverage
Crypto assetsSupportedSupported
Multi-currency / FXSupportedSupported
Brokers / exchanges100+ brokers200+ brokers worldwide
SMSF supportSupportedSupported

Disclosure: Metrifly is our product. Competitor facts are sourced from each competitor's own pages. Last updated: 2026-06-15.

Decision points

The bits that change the answer

No generic checklist: these are the trade-offs Australian investors usually discover only after importing real data.

If you're testing

Start free, but check what's missing

Both products have a free entry point. Metrifly includes dividend tracking on Free; Sharesight's sourced pricing lists no tax report on its free tier.

If you need tax

Separate Tax Pack from full tracker plans

Sharesight lists a standalone Tax Pack for one portfolio. If you want a full tracker with unlimited holdings and tax reporting, compare Metrifly Starter with Sharesight Standard.

If you have entities

Don't compare plans by name

SMSFs, trusts, companies and AMIT support can change the plan you need. Compare the exact entity and report requirements, not just the cheapest sticker price.

Pricing scenarios

What you would actually pay for

Plan names differ by product, so compare the job: testing, one portfolio with tax, or multiple portfolios/entities.

Scenario

One investor, one portfolio, wants tax exports

Metrifly

Starter — $12/mo billed annually ($15 monthly)

Alternative

Sharesight Standard — $29/mo billed annually ($38.67 monthly)

Takeaway

Metrifly is the lower-cost full portfolio-tracking plan with tax reporting.

Scenario

One portfolio, tax report only

Metrifly

Starter — includes full tracker + tax reporting

Alternative

Sharesight Tax Pack — $59/yr standalone add-on

Takeaway

If you only need a one-off standalone tax report and not a full tracker plan, include Sharesight's Tax Pack in the decision.

Scenario

Trying before tax season

Metrifly

Free — 1 portfolio, 10 holdings, dividend tracking

Alternative

Free — 10 holdings, no tax report

Takeaway

Both can be tested, but Metrifly's free plan is more useful if dividends are part of the decision.

Scenario

Multiple portfolios or entities

Metrifly

Standard — $20/mo billed annually ($25 monthly)

Alternative

Standard tier and up

Takeaway

Check entity support, portfolio count and exports before deciding; this is where workflow matters more than the headline price.

Why Metrifly

What sets Metrifly apart

The only free tier with dividend tracking

Metrifly's free plan tracks a portfolio and its dividends. Sharesight's free tier has no tax reporting; Navexa has no free tier at all — just a 14-day trial.

Tax reporting from $12/mo

Metrifly reaches full Australian CGT and income reporting on the Starter tracker plan at $12/mo billed annually ($15 monthly), below the sourced entry full-tracker tax plans from Sharesight and Navexa.

Full AU-tax depth

Parcel-level CGT with the 50% discount, franking credits, AMIT, foreign income and entity-aware reporting — with the exact method published on our methodology page.

Best fit

Choose the tracker that fits your workflow

A useful comparison should help you decide, not pretend one product is best for everyone.

Metrifly is likely a fit if

  • You want a full portfolio tracker with Australian tax reporting, dividend tracking and a lower annual bill than Sharesight Standard.
  • You want to test the workflow before committing to a paid plan.

Consider staying put if

  • You already have years of reconciled Sharesight data and your accountant prefers that export.
  • You need a specific Sharesight broker, report or workflow Metrifly has not yet matched.

FAQ

Questions, answered

Is Metrifly cheaper than Sharesight for a full tracker with tax reports?

For sourced full tracker plans with tax reporting, Metrifly Starter is lower: $12/mo billed annually ($15 monthly), while Sharesight Standard is listed at $29/mo billed annually ($38.67 monthly). Sharesight also lists a standalone Tax Pack for one portfolio, which may suit tax-only buyers.

Does Metrifly Starter include Australian tax reports?

Yes. Metrifly Starter includes individual tax reporting, unlimited holdings and report exports. If you need SMSF, trust or AMIT support, compare Metrifly Standard with the Sharesight tier or add-on that fits your entity and report requirements.

Why not just use the free plan?

Use Free to test tracking and dividends. Upgrade when you need unlimited holdings, broker imports, CGT, income reports, myTax exports or entity-aware reporting.

Are competitor prices guaranteed?

No. Competitor prices are sourced and dated, but can change. Check each product's pricing page before buying.

Keep comparing

Related comparisons

Try Metrifly free

Track a portfolio and its dividends on the free plan, then reach Australian CGT and income reporting from $12/mo billed annually. No credit card required.

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