Pricing comparison
What does Sharesight actually cost in 2026?
A plain-English breakdown of Sharesight's plans, the tax-reporting tier that changes the real cost, and the lower-cost Metrifly path for self-directed Australian investors.
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| Feature | Metrifly | Sharesight |
|---|---|---|
| Pricing | ||
| Free tier | $0 · 1 portfolio · 10 holdings · dividend tracking | $0 · 10 holdings · no tax report |
| Plan with tax reporting | Starter — $6.67/mo billed annually ($8 monthly) · 1 portfolio · unlimited holdings | Standard — $29/mo billed annually ($38.67 monthly) |
| Standalone tax add-on | No standalone add-on · tax reports included from Starter | Tax Pack — $59/yr · 1 portfolio AU tax reports |
| Multi-portfolio plan | Standard — $12.50/mo billed annually ($15 monthly) · 3 portfolios · unlimited holdings | Standard tier and up |
| AU Tax | ||
| AU CGT report + 50% discount | Supported | Supported |
| Entity-aware (Individual / Company / Trust / SMSF) | Supported | Supported |
| Sale-allocation methods (FIFO / LIFO / minimise …) | Supported | Supported |
| Franking credits + franked/unfranked split | Supported | Supported |
| AMIT / trust distributions | Supported | Supported |
| Foreign income / FITO | Supported | Supported |
| ATO myTax report | Supported | Supported |
| Assets & Coverage | ||
| Crypto assets | Supported | Supported |
| Multi-currency / FX | Supported | Supported |
| Brokers / exchanges | 100+ brokers | 200+ brokers worldwide |
| SMSF support | Supported | Supported |
Disclosure: Metrifly is our product. Competitor facts are sourced from each competitor's own pages. Last updated: 2026-06-15.
Sharesight plans
What Sharesight costs, in plain English
Sourced from Sharesight's AU pricing page. The tier that matters for tax is usually not the free plan.
Free
$0
One portfolio, 10 holdings, one custom group. Useful for trying the product — not the plan you pick for EOFY tax reporting.
Basic
$9/mo billed annually
Up to 30 holdings, one portfolio. Tax reports not included — performance tracking only.
Standard
$29/mo billed annually
Four portfolios, unlimited holdings, Tax Pack included. This is where the Australian tax-reporting decision usually lands.
Premium
$49/mo billed annually
More portfolios and priority support for investors with a broader setup.
Tax Pack (standalone)
$59/yr
One portfolio, unlimited holdings, Australian tax reports only. Compare separately if you want tax without an ongoing tracker plan.
Cheapest full-tracker path to a CGT report
One investor, one portfolio, wants tracking plus AU tax
Metrifly Starter
$6.67/mo
Billed annually. Monthly billing is $8/mo.
Sharesight Standard
$29/mo
Billed annually. Monthly billing is listed at $38.67/mo.
If you are comparing portfolio trackers because EOFY is coming, compare the cheapest plan that does the job — not the lowest sticker on the page. For a full tracker with Australian tax reports, the practical comparison is Sharesight Standard versus Metrifly Starter.
Choosing Metrifly Starter is about ~$268/year less on annual pricing ($348 versus $80).
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 — $6.67/mo billed annually ($8 monthly)
Sharesight
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
Sharesight
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
Sharesight
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 — $12.50/mo billed annually ($15 monthly)
Sharesight
Standard tier and up
Takeaway
Check entity support, portfolio count and exports before deciding; this is where workflow matters more than the headline price.
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.
Australian tax reality check
The same tax outcome for less with Metrifly
Metrifly Starter includes unlimited holdings, broker imports, multi-currency portfolios and Australian tax reporting for an individual entity. The free tier covers one portfolio with up to 10 holdings and dividend tracking before you pay. Tax reports still need judgement — check your records with a registered tax agent before lodging.
Verdict
Honest verdict: is Sharesight worth it?
Sharesight is genuinely strong — long operating history, hundreds of broker integrations, and accountant familiarity. If maximum breadth and an existing Sharesight workflow matter more than price, it may be a fine choice.
If you are a self-directed Australian investor who mainly wants trustworthy tracking, dividend records and an AU tax report without paying up for the incumbent, Metrifly is the simpler value call.
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: $6.67/mo billed annually ($8 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.
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Try Metrifly free
Track a portfolio and its dividends on the free plan, then reach Australian CGT and income reporting from $6.67/mo billed annually. No credit card required.
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