Ratings and Reviews 566 Ratings
Ratings and Reviews 8 Ratings
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 OnePortfolio?
OnePortfolio is an all-in-one investment tracking solution for individuals and professionals managing diverse portfolios. With robust tools for visualizing portfolio performance, analyzing returns, and tracking dividends, OnePortfolio offers a seamless experience for investors. It tracks multiple asset classes across brokers, provides real-time performance metrics, and includes risk analysis features like Sharpe ratios. The platform also simplifies data importation with drag-and-drop functionality, enabling quick integration of broker statements into a comprehensive investment dashboard.
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
$6 per month (annually)
Free, Standard and Pro Pricing plans available. Prices in USD and EUR
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
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
OnePortfolio
Date Founded
2025
Company Location
Switzerland
Company Website
oneportfolio.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
Crypto Portfolio Management
Not specified
Stock Portfolio Management
For Investment Advisors
For Traders
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Technical Analysis