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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 Navexa?

Introducing the Smart Portfolio Manager tailored specifically for Australian investors. Instantly access an extensive array of tools designed for monitoring, analyzing, and reporting on your investment portfolios. With the capability to integrate up to five distinct portfolios into your account, you can conveniently access them through our website or mobile app. Effortlessly add and assess stocks and funds from various markets, including the ASX, NASDAQ, and NYSE, among others. Moreover, you can utilize a custom email address associated with your account to automatically update your portfolio with new trades and simplify the tracking of dividend income, keeping you informed with ease. This cutting-edge platform not only streamlines your investment management but also empowers you to enhance your financial growth like never before. Experience the future of investment tracking and reporting with a solution designed to meet the needs of modern investors.

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

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Sharesight

Date Founded

2007

Company Location

New Zealand

Company Website

www.sharesight.com

Company Facts

Organization Name

Navexa

Date Founded

2017

Company Location

Australia

Company Website

www.navexa.io

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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