Sharesight
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What is Sharesight?
Sharesight is cloud investment portfolio tracking software. Sharesight automatically calculates the performance of your overall portfolio and individual shares on the fly. Capital gains, dividends, and currency movements are all shown in dollars and annualized percentages.
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Key Features of Sharesight
Here are the powerful features that make Sharesight stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Automatic Portfolio Tracking
- Dividend Tracking
- Performance Reporting
- Tax Reporting
- Multi Currency Support
- Customizable Reports
- Benchmarking
- Corporate Actions
- Mobile Access
- Broker Integration
- Portfolio Sharing
- Historical Data
- Email Alerts
- Custom Groups
- Stock Splits
- Drp (dividend Reinvestment Plan) Support
- Multi Portfolio Support
- Forex Tracking
- Custom Labels
- Api Access
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Sharesight Specifications
Get a closer look at the technical specifications and system requirements for Sharesight. Find out if it's compatible with your operating system and other software.
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Sharesight Description
Here's the comprehensive description of Sharesight. Gain a brief understanding of its unique features and exceptional benefits.
Sharesight share portfolio management software provides a central, online repository for all your portfolio data, keeping it backed-up and secure. Access your portfolio data from anywhere and grant shared access to others. It’s the perfect solution for portfolios of all types: buy & hold investors, frequent traders, and SMSF trustees.
Sharesight Resources
Overall Sharesight Reviews
Thinking about using Sharesight? Check out verified user reviews & ratings based on Sharesight's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.
Sharesight Pros and Cons Based on Customer Reviews
"Even on the free plan, you can track up to 10 holdings and run basic reports."
"Sharesight makes it super easy to track your investment performance with detailed reports."
"The platform automatically imports share transactions and reports dividends, saving you time."
"It's a great tool for organizing your portfolio, especially for independent investors."
"You can access IPOs and placements directly, no matter which broker you use."
"The free plan is limited to 10 holdings, which might not be enough for more active investors."
"Sharesight doesn't consolidate cash transactions, which might be a drawback for some users."
"Some users might find the initial setup a bit challenging, but it's smooth sailing afterward."
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Showing 3 out of 6 Reviews
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Verified Reviewer
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Review Source: Organic
Portfolio management is easy with Sharesight
Nowadays, everyone wants user-friendly and easy-to-navigate platforms, which Sharesight has achieved. I like the ease of access to Sharesight. I can log in at any time and check my share status. They are great people to deal with and provide fantastic personalized service. The best thing, though, is that the service automatically receives the data from my broker, so I do not have to input anything. Nothing at all. For 10 stocks or less, the service is free and fully featured (with some reporting limitations), so you can try before you buy. Sharesight knowingly restricts high-net-worth investors and frequent traders from using their site.
What do you like best about Sharesight?
Simple to navigate, easy to use, free up to 10 stocks
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Review Source: Organic
Website is crisp, simple & clear support team is excellent
Sharesight is an excellent service that is essential for anyone who trades or invests in the stock market. Sharesight makes tax time an absolute breeze by providing all the necessary data for the tax return. It has a clear and intuitive user interface. Sharesight has taken the pain out of my portfolio management and tax time. Sharesight is great if I ever want to check up on my options, and I like that I have a dependable site I can trust. Their support team is very helpful, and their site is very straightforward.
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Verified Reviewer
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Review Source: Organic
Sharesight is a great platform to track investment
I am using Sharesight and think it is a great platform. I really like the Dividend/DRP and tax reporting functions. It imports share transactions from my broker account, automatically reporting dividends and related information. It is easy to use and does all this very well. They provide direct access to IPOs and placements regardless of who your broker is. With Sharesight, you’re able to track 10 holdings, free for life. So even if you decide to pick a free plan, you will still be able to track your holdings and run basic performance reports.
What do you like best about Sharesight?
Easy-to-run investment performance report
What do you dislike about Sharesight?
Easy-to-run investment performance reports
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Alternatives of Sharesight
Explore alternative software options that can fulfill similar requirements as Sharesight. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Sharesight FAQs
What type of customer support is available from Sharesight?
The available support which Sharesight provides is:
Who are the primary competitors of Sharesight?
The three major competitors of Sharesight are Excella advisory software, Macroaxis and HiddenLevers. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
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