Sharesight
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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 Riskalyze?
When financial advisors proactively discuss risk, it empowers investors to make more informed decisions with greater confidence. The practice of categorizing investors solely based on age-related criteria has become outdated. It is crucial to focus on investors' interests and back this up with quantitative data. By implementing Risk Assessments, we can accurately gauge an investor's preferred level of risk, effectively challenging the traditional stereotypes that make conventional risk tolerance evaluations less relevant. Utilizing an advanced scientific methodology allows for the objective determination of an investor’s Risk Number® from any location, whether in close proximity or separated by distance. Furthermore, conducting a detailed portfolio analysis provides a holistic view of an investor's current risk exposure, facilitating a stronger alignment with their financial aspirations. This tailored approach not only enhances investment strategies but also fosters a deeper understanding of individual preferences and unique situations, ensuring that each investor's needs are adequately met. In this way, financial advisors can build lasting relationships based on trust and transparency.
Integrations Supported
Asset-Map
Blueleaf
Charles Schwab
CircleBlack
Co-Pilot
E*TRADE
Fidelity
MoneyGuide
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
$250 per month
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
Documentation Hub
Webinars
Company Facts
Organization Name
Sharesight
Date Founded
2007
Company Location
New Zealand
Company Website
www.sharesight.com
Company Facts
Organization Name
Riskalyze
Date Founded
2011
Company Location
United States
Company Website
www.riskalyze.com
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
Financial Risk Management
Not specified
Investment Management
For Investment Advisors
Risk Management
Portfolio Analysis
Not specified
Risk Management
Risk Assessment
Stock Portfolio Management
For Investment Advisors
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Technical Analysis