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Ratings and Reviews 566 Ratings
What is Stockle?
Stockle is a sophisticated investment management platform designed to enhance the efficiency of managing, tracking, and optimizing a variety of investments. It offers features that allow users to consolidate multiple accounts, enabling a comprehensive view of their investments or the option to customize their display according to personal preferences. The platform facilitates the monitoring of a diverse array of assets, such as stocks, ETFs, mutual funds, indices, and cryptocurrencies from various global markets. Stockle’s robust analytics deliver valuable insights including dividend yield, yield on cost, and performance metrics for both current and past positions. Users have the ability to benchmark their portfolios against any asset, benefit from an enhanced command menu for improved navigation, and access detailed transaction histories that provide extensive historical context. The intuitive interface and flexible data structure of Stockle are designed to support a wide range of investment strategies, allowing users to organize their portfolios based on diverse criteria like strategy, account type, investment objectives, or other relevant factors. Additionally, Stockle is committed to adapting to the evolving landscape of investment needs, ensuring that users are equipped with the most powerful tools available to optimize their investment activities effectively. Ultimately, the platform's continuous improvements reflect a dedication to helping investors achieve their financial aspirations.
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
$5.67 per month
Free Version
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
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
On-Site Training
Company Facts
Organization Name
Stockle
Date Founded
2023
Company Location
United Kingdom
Company Website
stockle.app/
Company Facts
Organization Name
Sharesight
Date Founded
2007
Company Location
New Zealand
Company Website
www.sharesight.com
Categories and Features
Investment Management
Not specified
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