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.

Pricing

Price Starts At:
$11.25 per month (annually)
Price Overview:
Price in USD, local pricing available in select markets.
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Sharesight provides an API

Screenshots and Video

Company Facts

Company Name:
Sharesight
Date Founded:
2007
Company Location:
New Zealand
Company Website:
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Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Webinars
On-Site Training
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Sharesight Categories and Features

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management