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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 Dividend Notebook?
Dividend Notebook provides users with the ability to examine expected dividend distributions alongside crucial details from a tailored stock list. The platform boasts a user-friendly interface; by simply entering a stock quote, you can access a neatly organized report in no time. Users can readily view all projected payout amounts for dividend stocks, ensuring they remain updated on the timing and amount of their forthcoming dividend payments, complete with real-time stock market information. The application offers sorting options based on various parameters, such as dividend size, market capitalization, company name, share count, or ticker symbol. Furthermore, it allows you to monitor both the forecasted payments and the historical payment records for the stocks in your portfolio. Information on upcoming dividend-paying companies, along with their payment schedules and amounts, is prominently featured. You can also categorize your investment portfolio by payment frequency or sector, enhancing your analysis capabilities. To further assist in managing your investments, the app provides alerts for upcoming dividend payments related to your owned shares. This dividend-focused tool delivers in-depth insights into the US stock market, encompassing stocks, ETFs, and mutual funds, making it a crucial resource for quick and effective portfolio analysis. With this innovative application, you can experience seamless stock tracking while making well-informed investment decisions to optimize your financial growth!
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
Free
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
Baldwin Apps
Company Location
United States
Company Website
dividendnotebook.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