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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 Fundamental Portfolio Manager?
The Fundamental Portfolio Manager (FPM) is an innovative and all-encompassing Investment Management platform that leverages advanced technology to provide a versatile and feature-rich solution tailored to meet the varying demands of fund managers, wealth management professionals, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds in the financial sector. Our client base includes some of the leading investment firms in Southern Africa, collectively overseeing assets exceeding R1 trillion. Celebrated as the foremost cutting-edge investment management platform, the continuous development and refinement of FPM guarantee its alignment with the latest global technological trends. This dedication to progress not only fosters our growth but also helps us to sustain a competitive advantage in a rapidly changing and complex financial environment. By prioritizing the integration of advanced solutions, we reinforce FPM's role as an essential resource for investment experts, ensuring they have the tools necessary to navigate the future of finance effectively. Moreover, our commitment to excellence means we are always looking for ways to enhance our offerings and better serve our clients.
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
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard 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
Fundamental Software
Date Founded
2003
Company Location
South Africa
Company Website
www.fundamental.net/products/
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
Hedge Fund
Not specified
Investment Management
Not specified
Stock Portfolio Management
Not specified
Wealth Management
Not specified