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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 SharePad?

SharePad is a versatile platform designed specifically for individual investors and traders, offering in-depth insights into a wide range of financial instruments, including stocks, funds, and ETFs across the UK, US, and Europe. With a subscription, users can access real-time information from UK Alliance News and RNS, as well as powerful tools for stock screening and portfolio management. To address the vast array of investment choices, we have launched the Single Page Summary feature, which compiles all critical information about a stock, fund, investment trust, or ETF into one concise and user-friendly page. This functionality allows users to quickly obtain an overview before diving deeper into detailed analysis within the SharePad platform. Furthermore, users have the option to view the single page in full-screen mode or a split-screen format, making it easier to navigate through their watch lists or portfolios. To further personalize their experience, our customizable mode allows users to create their own Single Page Summary, highlighting the specific data that is most significant to them, thereby enhancing their investment decision-making process. This thoughtful design ensures that users can efficiently manage their investments while staying informed about market changes.

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

$36.99 per month
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

Ionic Information

Company Location

United Kingdom

Company Website

www.sharescope.co.uk/sharepad.jsp

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

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

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