Sharesight Reviews & Ratings

Sharesight

4.0 out of 5 stars
Company Website for Sharesight

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Ratings and Reviews 566 Ratings

What is Stock Portfolio Tracker?

The Stock Portfolio Tracker is an innovative platform tailored for long-term investors who prioritize accuracy and clarity in managing their finances. With a comprehensive database that spans over three decades of historical data, it allows users to track a wide variety of assets, such as stocks, ETFs, foreign currencies, cryptocurrencies, bonds, and mutual funds, across 85 exchanges and covering upwards of 250,000 holdings. The platform features advanced analytics and guarantees seamless integration of corporate actions like dividends and stock splits, thus providing users with dependable insights. Utilizing a sophisticated Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker effectively evaluates investment performance by reflecting the actual impact of cash flows over time. Moreover, it provides investors with powerful tools for assessing performance and enhancing their portfolios, leading to a more profound understanding of their financial results and a clearer perspective on their investments. In a world where investment strategies are constantly evolving, Stock Portfolio Tracker stands out as an invaluable asset for individuals aiming to refine their approach and reach their financial aspirations. This dedication to empowering investors makes the platform an indispensable tool in today’s dynamic financial landscape.

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.

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Integrations Supported

Integrations Supported

Diversiview
Interactive Brokers
TaxTank
Xero

API Availability

API Availability

Has API

Pricing Information

$4.99 per month (annually)
Free Version
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

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Stock Portfolio Tracker

Date Founded

2022

Company Location

United Kingdom

Company Website

stockportfoliotracker.app/

Company Facts

Organization Name

Sharesight

Date Founded

2007

Company Location

New Zealand

Company Website

www.sharesight.com

Categories and Features

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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