Ratings and Reviews 546 Ratings
Ratings and Reviews 3 Ratings
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 Digrin?
Digrin serves as a complimentary portfolio management tool tailored for dividend growth investors, allowing them to monitor and manage their investments in real-time. It operates on a freemium model, offering most features at no cost, while also providing premium memberships for those who want additional functionalities or wish to support the platform. Users can track essential metrics, including internal rate of return and yield on cost. Each stock's dividends can be reinvested automatically, with settings available to manage future reinvestments seamlessly. Furthermore, users have the option to share their portfolios publicly, showcasing their investment strategies. A dividend-focused screener enables investors to filter stocks based on various criteria such as dividend yields, payout ratios, and growth rates over different time frames. Additionally, the platform allows users to focus on stocks that consistently pay and increase dividends over periods of 5, 10, or even 25 years. This straightforward tool simplifies the daily monitoring of dividend yields, and users will receive email notifications whenever their targeted dividend yield is reached, enhancing their investment experience.
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
€7.99 per month
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
Digrin
Company Website
www.digrin.com
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
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