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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Summ (formerly Crypto Tax Calculator) is leading crypto & equities tax software that simplifies tracking and reporting across all your brokers, exchanges, wallets, NFTs and DeFi activity.
With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines.
Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more.
Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses.
Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports.
That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase.
If you’re ready to stop fighting your tax software, Summ turns investing chaos into confidence. Add clarity. Subtract doubt.
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StockMarketEye
StockMarketEye offers intuitive investment management software designed for both financial advisors and individual investors alike. With this platform, users can effortlessly monitor and manage all their investments in a centralized location, ensuring they stay informed about market trends and can access essential information for making sound investment choices.
* Start quickly by importing your accounts directly from various brokerages.
* Easily view prices, performance metrics, allocations, and a wealth of other important details.
* Track the fluctuations in value of your investment portfolios over time.
* Keep a vigilant watch on the securities that pique your interest.
* Dive into historical price data for thorough analysis.
* Companion applications are available for both Android and iOS devices.
* Plus, it offers numerous additional features to enhance your investment strategy.
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Monarch Money
Monarch Money is a powerful personal finance platform that revolutionizes how individuals and couples manage their money by consolidating all financial accounts in one intuitive app. It connects over 13,000 financial institutions to provide real-time updates on bank balances, credit cards, loans, investments, and real estate holdings, giving users a holistic view of their net worth. The app features dynamic budgeting tools that adapt to your lifestyle, allowing for personalized budget creation and adjustment as your priorities change. Monarch also enables collaboration with partners or financial advisors at no additional cost, facilitating joint money management and goal setting. With automatic transaction categorization, subscription detection, and alerts for unusual spending, users can easily maintain control over their finances. Detailed, customizable reports and visual charts help translate complex data into actionable insights. Monarch works seamlessly across web, iOS, and Android devices, ensuring financial information is synchronized and accessible on the go. It is highly regarded for its user-friendly interface, extensive connectivity, and comprehensive financial tools, making it a top alternative to Mint, YNAB, and Rocket Money. The platform also offers features like a bill calendar, cash flow management, and goal tracking that help users stay motivated and on target. Monarch’s active user community and expert blog provide ongoing support and financial education, empowering users to improve their money habits and achieve financial wellness.
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