Ratings and Reviews 0 Ratings
Ratings and Reviews 566 Ratings
What is Stock Portfolio Organizer?
The Stock Portfolio Organizer provides a comprehensive solution for managing your investment portfolio, enabling you to oversee various assets such as futures, shares, margin, CFDs, and forex. It offers the capability to assess your financial performance by analyzing gains, losses, and overall investment performance. With multi-currency support included, you can easily handle diverse currency investments. The platform accommodates End of Day (EOD), real-time, and tick data feeds, ensuring you can monitor your portfolio's performance as market fluctuations occur. Additionally, advanced users can enhance the tool's functionality through a robust JavaScript programming interface, allowing for the creation of custom brokerage calculation formulas and position sizing calculators, which adds significant flexibility and personalization to your investment strategies. This adaptability makes it a valuable resource for both novice and experienced investors.
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.
Integrations Supported
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Free Trial Offered?
Supported Platforms
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
On-Site Training
Company Facts
Organization Name
Stock Portfolio Organizer
Company Location
Australia
Company Website
www.stockportfolioorganizer.com
Company Facts
Organization Name
Sharesight
Date Founded
2007
Company Location
New Zealand
Company Website
www.sharesight.com
Categories and Features
CFD Brokers and Trading
Not specified
Stock Portfolio Management
For Investment Advisors
For Traders
Portfolio Accounting
Risk Management
Tax Management
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