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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 InvestSMART?

Stay updated with the latest news, research, and advice related to your investment portfolio through this innovative app. Designed for iPhone, iPad, and Android users, it serves as a seamless platform for managing your financial assets. With the ability to evaluate your portfolio's performance anytime and anywhere, you can maintain a strong connection to your investments. You will receive instant alerts whenever new recommendations are released, ensuring you are always aware of important updates. Furthermore, the app provides access to the most recent ASX announcements, offering valuable insights into the trading activities of company directors. This tool is crafted to help you make quick and informed investment decisions. Ensure you don't miss any potential opportunities by exploring the research section, where leading analysts from Intelligent Investor share their insights. You can create custom watchlists to keep a close eye on companies that pique your interest. By simply searching for the stock code, you will gain immediate access to all relevant information about the business in question. Download the leading investment app in Australia for free from the App Store and Google Play, and take your investing journey to the next level. With this app, you’ll find everything you need to make smarter financial decisions at your fingertips.

Media

Media

Integrations Supported

Diversiview
Interactive Brokers
TaxTank
Xero

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

Pricing not provided.
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

InvestSMART

Date Founded

1999

Company Location

Australia

Company Website

www.investsmart.com.au/app

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

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

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