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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 Purple Brick?
Purple Brick stands out as the ultimate application for tracking dividends, allowing users to effectively oversee their investment portfolios and keep tabs on dividend income. It caters to both experienced investors and those just starting out, providing a user-friendly interface that makes organization straightforward and boosts your understanding of financial activities. With its efficient features, you can be confident that no dividend payments will slip through the cracks. The app simplifies the process of adding and tracking your dividend-earning stocks and funds; all you need to do is input the ticker symbol along with the share quantity, and Purple Brick manages everything else. You'll have a thorough overview of all your investments in one accessible place, displaying critical information such as dividend yield, payment timelines, and amounts received. Moreover, the app includes real-time alerts, keeping you updated with the most current information about your assets. This dedication to providing timely updates empowers you to make well-informed investment choices and optimize your financial growth, ensuring that you remain proactive in managing your wealth.
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
Free
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
Purple Brick
Company Website
www.purplebrick.io
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