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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 CU SHARE?

CU Shareâ„¢ provides an extensive array of equity processing functionalities, which encompass the management of cash and stock dividends, stock splits, exchanges, liquidations, dividend reinvestments, and corporate reorganizations, among various other offerings. ISS Software is dedicated to supplying exceptional shareholder accounting software, coupled with holistic solutions, all backed by a team of adept professionals who maintain a rich legacy of integrity and client service. In addition, CU SHARE guarantees comprehensive stock transfer services, proxy services, and corporate action processing through a cohesive system. ProxyVoteNow promotes an integrated method for both telephone and online proxy as well as consent voting, thereby enhancing accessibility to the voting process. Furthermore, EnrollmentNow is focused on employee purchase plans and benefits enrollment specifically designed for corporations, credit unions, and employee benefits administrators, ensuring that all facets of employee involvement and investment are efficiently handled. This robust collection of services not only highlights CU Share'sâ„¢ dedication to improving shareholder experiences but also plays a crucial role in optimizing equity management procedures, ultimately contributing to a more streamlined and effective financial environment for all stakeholders involved.

Media

Media

Integrations Supported

Diversiview
Interactive Brokers
TaxTank
Xero

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Sharesight

Date Founded

2007

Company Location

New Zealand

Company Website

www.sharesight.com

Company Facts

Organization Name

Integrated Software

Company Website

www.shareholderaccounting.com

Categories and Features

Dividend Trackers

Not specified

Investment Management

Bonds / Stocks
For Investment Advisors
For Investors & Traders
Performance Metrics
Portfolio Management

Portfolio Analysis

Not specified

Stock Portfolio Management

For Investment Advisors
Tax Management

Categories and Features

Investment Management

Accounting Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

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