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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Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
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DealPotential
Professionals operating in private market investments depend heavily on deal sourcing and investment intelligence to identify, analyze, and evaluate viable investment prospects. They have access to comprehensive information concerning over 4 million private firms, covering various elements such as growth potential, market dynamics, competitive positioning, funding history, risk factors, and other essential considerations. In addition, our services offer insights into market trends across numerous industries, highlighting cost and revenue patterns. Our reports are designed to aggregate historical data while also integrating predictive analytics and meticulous risk assessments. Investors can also find daily updates on strategies, portfolios, and recent transactions, along with detailed insights into the performance of over 33,000 institutional investors. By harnessing natural language generation, combined with AI and machine learning, we reveal concealed insights and present them in a user-friendly format within seconds. Moreover, users are kept informed with timely alerts about upcoming funding rounds or significant changes regarding companies of interest. This all-encompassing strategy equips investors to navigate and excel in an ever-changing market environment, ensuring they remain well-informed and proactive. With access to such a wealth of information, investment professionals can make more strategic decisions that align with their objectives.
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StartEngine
Delve into a wide range of investment opportunities and support the groundbreaking concepts and people that align with your vision. Expand your investment portfolio by participating in startup initiatives and eventually diversifying into various alternative assets, including real estate and more. Our goal is not only to streamline the startup investment process but also to improve liquidity, enabling you to trade shares with other investors through StartEngine Secondary. On our platform, you can turn your investment proposal into a captivating web page, attract capital from countless online investors, and fuel your growth with the backing of a larger, more dynamic community. StartEngine empowers companies to launch their initial funding rounds while offering their shareholders trading options, all within a unified ecosystem. This integrated approach fosters a collaborative atmosphere that benefits both investors and entrepreneurs, enhancing the overall investment experience. By connecting passionate investors with innovative startups, we create a vibrant marketplace that stimulates growth and innovation.
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