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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 Snapshot Screeners?
The Dividend Snapshot Screeners will transform your investment strategy and assist you in building a successful portfolio. This service provides information derived from publicly traded companies strictly for informational use. It is crucial to understand that the insights offered by Dividend Snapshot should not be interpreted as recommendations to buy particular stocks or as tailored investment guidance. As a self-directed investor, you recognize that reaching your financial aspirations is a gradual process rather than a sprint. To excel on this path, a systematic approach to identifying lucrative stocks is vital, and that is precisely what these screeners deliver! They furnish you with the essential resources to significantly improve your investment tactics, ultimately aiming for long-term financial success. By utilizing these tools, you can make more informed decisions that align with your investment goals.
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
$9 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
Dividend Snapshot
Company Website
www.dividendsnapshot.com/screeners/
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