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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 Excel Price Feed?
Elevate your Excel experience by incorporating real-time market data seamlessly with the Excel Price Feed Add-in, which introduces over 100 innovative formulas designed for accessing up-to-the-minute, historical, and fundamental market insights. This all-encompassing tool spans various markets, such as equities, stock indices, options, mutual funds, foreign exchange, commodities, and cryptocurrencies. Users benefit from real-time updates for NYSE and NASDAQ, while other global exchanges in Europe, Asia, the Americas, and Australia provide delayed information. The data is obtained from trusted sources like Yahoo Finance and IG Index / IG Markets, ensuring your financial assessments are both precise and dependable. Thanks to this Add-in, diving into market trends is now more efficient and accessible than ever before, making it an invaluable resource for anyone involved in financial analysis. Furthermore, the ease of integration allows users to customize their spreadsheets to suit specific analytical needs.
Integrations Supported
Diversiview
Interactive Brokers
Microsoft Excel
TaxTank
Xero
Integrations Supported
Diversiview
Interactive Brokers
Microsoft Excel
TaxTank
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$11.25 per month (annually)
Free Trial Offered?
Free Version
Pricing Information
$10 per user 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
Coderun Technologies
Date Founded
2015
Company Location
United Kingdom
Company Website
www.excelpricefeed.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
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates
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