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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 EquityStat?

Our investment portfolio tracker streamlines the task of overseeing and assessing your financial assets from a single, accessible platform. EquityStat emerges as a standout, user-friendly application crafted with investors in mind. Its development was driven by individuals who truly understand the challenges faced by investors, stemming from the belief that innovation is born from necessity. We recognized that existing tools for tracking, managing, and analyzing investments often failed to meet user expectations. Many portfolio management solutions offered by brokerage firms were overly complicated, lacking crucial features, and primarily aimed at facilitating stock trades rather than providing a thorough investment analysis. At one point, we relied on a particular Fortune 500 investment portfolio application that suited our needs well; however, it gradually lost several key functions unexpectedly. Moreover, numerous competing applications were limited to Windows operating systems, restricting users to access their investment portfolios only from the computers where the management software was installed. With EquityStat, you can effortlessly access your portfolio from any device, guaranteeing that you remain updated on your investments at any time and from any location. This flexibility ensures that you can make informed financial decisions whenever opportunities arise.

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
Android
iPhone
iPad
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Sharesight

Date Founded

2007

Company Location

New Zealand

Company Website

www.sharesight.com

Company Facts

Organization Name

EquityStat

Date Founded

2014

Company Location

United States

Company Website

www.equitystat.com/portmgr/pages/home.aspx

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

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