Ratings and Reviews 566 Ratings
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What is Sharesight?
Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform.
With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations.
The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms.
This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources.
Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
What is Basil?
Basil is an intuitive and feature-rich app designed for investment research and portfolio tracking, catering to both beginner investors and seasoned finance professionals alike. At its core, Basil offers a suite of powerful tools that facilitate the management and monitoring of investment portfolios. The application ensures a dynamic and user-friendly experience, making the intricacies of financial markets accessible to all users.
For portfolio tracking, Basil equips individuals with real-time analytics and comprehensive data related to their investments. Its dashboard showcases asset allocation, investment performance, and historical growth trends, enabling users to monitor a variety of securities, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), with continuous updates. Additionally, customizable notifications alert users to significant changes and potential opportunities within their portfolios.
In terms of investment research, Basil stands out as a robust tool that consolidates financial data, market insights, and detailed analyses, empowering users with advanced statistics to inform their investment decisions. With its comprehensive features, Basil not only aids in tracking investments but also enhances the overall understanding of the market landscape, making it an invaluable resource for anyone looking to navigate the world of finance effectively.
Media
No images available
Integrations Supported
Diversiview
Interactive Brokers
TaxTank
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$11.25 per month (annually)
Free Trial Offered?
Free Version
Pricing Information
$5.99/month/user
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Sharesight
Date Founded
2007
Company Location
New Zealand
Company Website
www.sharesight.com
Company Facts
Organization Name
Basil Finance
Date Founded
2022
Company Location
United States
Company Website
basil.fi
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Categories and Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management