Sharesight
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Ratings and Reviews 566 Ratings
What is Vyzer?
Your entire investment management requirements can be fulfilled through a single comprehensive platform. This online solution is specifically designed for Limited Partnership investors, providing efficient portfolio tracking. It allows for the careful analysis of financial documents and seamless integration of various investment accounts. Users can generate and export detailed reports effortlessly, while automated transaction tracking ensures that all activities are monitored in real-time. Vyzer prioritizes high-level security measures to safeguard your confidential information. By offering a secure environment, Vyzer enables investors to enjoy transparency and clarity regarding all their holdings through an integrated, user-friendly dashboard. With AI-driven, unbiased insights, users can optimize returns not only on traditional investments but also on real estate syndications, private equity, and cryptocurrencies. Vyzer stands out as the sole digital wealth platform that merges public and private investment performance tracking with essential financial planning tools, projections, and soon, benchmarking capabilities into one robust solution. This innovative approach simplifies the process of managing and tracking your financial assets effectively. Ultimately, Vyzer empowers investors to take control of their financial future with confidence.
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
Agora
AppFolio Investment Management
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
API Availability
API Availability
Has API
Pricing Information
Free
Freemium model.
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
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
Android
iPhone
iPad
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
24 Hour 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
Vyzer
Company Location
United States
Company Website
vyzer.co
Company Facts
Organization Name
Sharesight
Date Founded
2007
Company Location
New Zealand
Company Website
www.sharesight.com
Categories and Features
Investment Management
Benchmarking
Data Import / Export
Modeling & Simulation
Performance Metrics
Portfolio Management
Portfolio Analysis
Not specified
Private Equity
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