Ratings and Reviews 1 Rating
Ratings and Reviews 566 Ratings
What is Totem VC?
An innovative operating system designed for effective fund management. It integrates effortlessly with your back-office systems, allowing you to monitor your investments and the overall performance of your funds. Simplify your data collection to effectively manage the growth of your portfolio companies and improve your ability to support their diverse needs. With our advanced reporting tool, you can create tailored LP reports or effortlessly import real-time data into Excel for added convenience. Streamline your deal pipeline to align your investment team and save countless hours that would otherwise be spent on tedious manual data entry. Leverage your firm's network to assist in identifying new deals, enhancing fundraising efforts, recruiting talent, and facilitating valuable introductions. This all-encompassing strategy not only increases operational efficiency but also equips your firm with the insights needed for making well-informed decisions with greater simplicity. Moreover, by fostering collaboration and communication among team members, your organization can adapt swiftly to market changes and seize new opportunities as they arise.
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.
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
Not specified
Customer Service / Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
On-Site Training
Company Facts
Organization Name
Totem VC
Company Location
United States
Company Website
totemvc.com
Company Facts
Organization Name
Sharesight
Date Founded
2007
Company Location
New Zealand
Company Website
www.sharesight.com
Categories and Features
Investment Management
Not specified
Stock Portfolio Management
Not specified
Venture Capital Management
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