Sharesight Reviews & Ratings

Sharesight

4.0 out of 5 stars
Company Website for Sharesight

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
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Ratings and Reviews 566 Ratings

What is SimCorp One?

SimCorp Dimension offers a robust solution for risk and performance management across various asset classes, integrating real-time position information to improve transparency and support better investment choices. This platform enables you and your teams to dissect investment performance and attribution at the level of individual security transactions. By utilizing top-tier market risk models and analytics, you can strengthen investment strategies, internal controls, and reporting while ensuring adherence to regulatory requirements. As market conditions evolve swiftly, it becomes increasingly important to meet solvency and capital market obligations, making the effective management of portfolio volatility and balance sheets a top priority. Simulating a range of scenarios is essential for evaluating their potential effects on investments, liquidity, balance sheets, and capital needs. Additionally, the ability to project various future outcomes will allow you to proactively adjust your asset allocation strategy, enhancing overall investment resilience and preparing for unforeseen challenges in the marketplace. Ultimately, this comprehensive approach not only safeguards your investments but also positions your organization for sustained growth in a fluctuating environment.

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.

Media

Media

Integrations Supported

Accelex
Alkymi

Integrations Supported

Diversiview
Interactive Brokers
TaxTank
Xero

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

SimCorp

Date Founded

1971

Company Location

Denmark

Company Website

www.simcorp.com/solutions/simcorp-one

Company Facts

Organization Name

Sharesight

Date Founded

2007

Company Location

New Zealand

Company Website

www.sharesight.com

Categories and Features

Investment Management

Accounting Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Portfolio Analysis

Not specified

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

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