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A Basic Plan?

Have you considered having a "basic" plan? Between free and investor.
As a small investor, I'd happily pay $10 a month for plan that gives a single portfolio and say 30 holdings, and a bit more reporting than your free plan. Going to your investor plan is too much outgoings for me based on the size of my holdings.....
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  • Hi Scott,

    Thank you for your suggestion. We will take your request into consideration when we review our pricing model.

    Currently, if you have an accountant or financial planner who uses Sharesight Pro version, you can move your portfolio to them and pay $12 per month. Your accountant or advisor can share access with you so that you always have access to your portfolio.
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  • I agree with this as well.. The option to have a 'Lite' plan which costs about $10 per month and has feature set that sit somewhere between the 'Free' and 'Investor' plans would be very attractive and definitely something that I would consider.

    The cost for the Investor Plan with everything that it includes is just a little bit to high when you are only starting out, so something in-between would be perfect, then as time progresses you can move up to the Investor plan when you need the extra features.
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  • This reply was created from a merged topic originally titled new membership level request.

    Hi guys,
    I like your app and would love to use it to track my investments, however I find the pricing model very steep.
    I am around 10 holdings mark at the moment, mixed shares and private deals.. single portfolio is still sufficient but adding another 5 or so holdings would costs me $250 a year in subscription. Any chance your pricing model could introduce a limited $5 a month option?
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  • Hi Sharesight,

    I too would like to add my voice in requesting a Basic plan.

    I was initially introduced to your service when Stockspot's platform was still based on your service and I loved some of the more advanced features I had access to when they still used to.

    What I would be more than quite willing to pay is $10/month to gain access to a performance report that also factors in the 10 closed shares & ETFs I've held in my lifetime. I'm unlikely to ever hold a portfolio larger than 10 holdings and I currently only hold 6 ETFs and 1 stock through an Employee Share Scheme.

    My portfolio simply isn't complicated or large enough for me to warrant paying $300/yr for me to track.

    Thanks,
    Andrew
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  • This reply was removed on 2017-05-30.
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  • I would support this too. $300 pa infinitum is expensive for those starting off when they exceed 10 holdings. I would see it as mirroring the free plan but without the limit on holdings.

    This could also be useful for those with less than 10 holdings at any one time as full information on previous holdings would still be available (I've fallen foul of the issue where more than ten holdings bought and sold means there is restricted access to some).

    Thanks
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