Sharesight Reviews & Ratings

Sharesight

4.0 out of 5 stars
Company Website for Sharesight

Ratings and Reviews 2 Ratings

Total 3 out of 5 stars
ease 3 out of 5 stars
features 3.5 out of 5 stars
design 3 out of 5 stars
support 2.5 out of 5 stars

Ratings and Reviews 566 Ratings

What is StockMaster?

Since its inception in 1996, StockMaster has evolved into the leading investment portfolio management software in Australia. Designed specifically for investors who wish to streamline their investment oversight and tax documentation, it boasts a unique trade record feature that simplifies the recording and reporting of trade activities and dividends. Users can take advantage of its online charting and query functions, making it easy to visualize data and perform real-time inquiries related to their shares. StockMaster goes beyond basic portfolio management by integrating tools for cash flow and property management, enabling users to efficiently track daily financial movements and expenses tied to their investment properties. Additionally, the software provides real-time updates on a wide range of financial instruments, including shares, managed funds, and options. It also offers comprehensive analysis capabilities, allowing investors to forecast dividend income and examine imputation credits for the upcoming year, along with detailed insights into their asset allocation. With its extensive features, StockMaster equips investors with a robust platform that caters to multiple facets of their financial management strategies. This makes it an invaluable resource for anyone serious about managing their investments effectively.

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

Integrations Supported

Diversiview
Interactive Brokers
TaxTank
Xero

API Availability

API Availability

Has API

Pricing Information

$220 per year

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
On-Site Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Supertech

Date Founded

1996

Company Location

Australia

Company Website

supertech.com.au/stockmaster.html

Company Facts

Organization Name

Sharesight

Date Founded

2007

Company Location

New Zealand

Company Website

www.sharesight.com

Categories and Features

Dividend Trackers

Not specified

Stock Screeners

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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