Frequently asked questions
What does SharpeShare show?
SharpeShare is a portfolio tracker that shows how your investments are really doing, not just their balance: your performance against the market, your risk, and your diversification. Numbers come from the broker's own holdings and transactions, not self-reported entries.
See what each tab showsWhich brokers does it work with?
SharpeShare connects to major US brokerages through Plaid. Over 3,200 US institutions supported through Plaid.
Can SharpeShare trade or move money in my account?
No. Read-only: SharpeShare asks Plaid for investment accounts only, so it can't trade, move money or change anything in your account. You log in to your broker through Plaid, often on the broker's own site; SharpeShare never sees or stores your brokerage password.
See how SharpeShare keeps your data secureWho can see my portfolio?
Your portfolio stays private unless you choose to share it. A shared portfolio never shows your name or email, and SharpeShare doesn't sell your data.
Does SharpeShare tell me what to buy or sell?
No. SharpeShare shows what you own and the facts about it. It never recommends buying, selling or rebalancing.
How much does it cost?
7-day free trial, then $9/month. A card is required to start the trial, and nothing is charged until the trial ends.
See PricingCan I cancel?
Yes, cancel anytime from the billing portal on your profile page.
Can I see it before I sign up?
Yes. The Demo Portfolio shows every tab of SharpeShare on a sample portfolio, no account needed.
View Demo PortfolioReady to try it on your own portfolio?
Connect your broker to see what you own, how you're performing, and what's driving your risk — all in one place.
7-day free trial, then $9/month.
Straight from your broker. Read-only. Never a recommendation.