Is "Sharesight Premium Plan" fraud?

The Guide to Understanding Why You Were Charged By “Sharesight Premium Plan” and What To Do About It (sharesight.com)

Published

September 26, 2025

Updated

October 14, 2025

What is "Sharesight Premium Plan"?

Sharesight is a user-friendly platform that helps you track your investments and see how they're performing over time. It offers features like portfolio tracking, tax reporting, and performance analysis, making it easier for you to manage your financial assets. You might notice a subscription or billing from them if you choose one of their plans for added features, like the Premium Plan, which gives you even more tools for a small monthly fee.

Sharesight: The name of the company providing portfolio tracking and investment management services.
Premium: Indicates the subscription level, which includes advanced features and benefits compared to the basic plan.
Plan: Refers to the specific service agreement or subscription that allows access to Sharesight's features.

Verify With Receipt

The best way to tell if this charge is fraudulent is to find the receipt. You may have an electronic copy of the receipt, which Chargeback can help you find by searching your email accounts.

Chargeback helps you identify unwanted subscriptions and charges, and help you fight them to get your money back.

Why do people get charges like this from sharesight?

Subscription Fees: Many users subscribe to different tiers of services that offer varying levels of features, analytics, and data.
Freemium Model: Some users start with a free version and may incur charges when they exceed the limitations of that plan or transition to a paid plan.
Upgrade Charges: Users may choose to upgrade their subscription to access advanced features or more extensive data.
Data Imports: Charges may apply for importing larger datasets or additional features related to specific asset tracking.
API Access: Some users pay for API access to integrate Sharesight with other platforms or tools, which can lead to additional fees.
Account Management Services: Certain services, such as portfolio performance tracking or tax reports, may incur one-time or recurring fees.
Late Cancellation of Services: If a user cancels their subscription after a billing cycle has begun, they may see charges for that cycle.
Overage Fees: Users who exceed set limits in their subscription plan for number of transactions or holdings may incur overage charges.

If I see this charge, what should I do?

if you see this charge and aren’t expecting it, you have various options.

First, try to contact the sharesight.com via one of the support methods we listed below and inquire about the charge. See if they will refund it and cancel any associated subscriptions you might have.

If the sharesight.com refused to issue a refund or you cannot get in touch with the company, call your bank or financial institution and open a credit card dispute. Record screenshot evidence from your prior conversations with sharesight.com, and use that to open your credit card dispute. Tell your bank or credit card issuer that you do not recognize the charge and do not recall signing up for the service.

If this sounds like too much of a hassle, you can have Chargeback do it for you.

sharesight Customer Service Info

If you need assistance, here's how you can get in touch with sharesight's support team.

Phone

The phone is not available.

support@sharesight.com

Site

https://sharesight.com/support/

Get help with your refund

"This app saved me $127 in minutes"

What other ways do charges from sharesight show up?

SHAREHOLDER-SERVICE-FEE SHARETS-INVESTMENT-CHARGE SHARESIGHT-ANNUAL-FEE INVESTMENT-REPORT-SERVICE PORTFOLIO-TRACKING-SUPPORT CAPITAL-GAIN-ANALYSIS-FEE DIVIDEND-RECORDS-CHARGE SHARE-TRANSACTION-FEE

The Easiest Way to Cancel sharesight

If you're frustrated trying to cancel your subscription, membership, or bill from sharesight—or if you didn't even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or email account, and we'll take care of the rest.

Start reclaiming your money today with Chargeback

Submit a refund request with Chargeback

Comments (0)

Anonymous User

Editorial Note: The content on this site is provided for general informational purposes only and reflects the independent research, opinions, and editorial judgment of Chargeback’s team. While we strive to ensure accuracy and relevance, the information may contain errors, omissions, or become outdated. Nothing on this site constitutes legal, financial, or professional advice, and we do not guarantee the effectiveness or outcome of any guidance provided. Individual results may vary depending on specific circumstances.

Chargeback is not affiliated with, endorsed by, or sponsored by any of the companies, brands, or services mentioned on this site. All trademarks, service marks, and logos are the property of their respective owners and are used here solely for identification and informational purposes, consistent with principles of fair use.

Use of our site and tools does not create a professional or client relationship and does not guarantee any particular result. We encourage users to do their own research and consult with qualified professionals when making decisions.