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| Description | Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups. Read more | Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software. Read more |
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| Review Summary |
Sharesight, a share portfolio tracker, has received mixed reviews. Users appreciate its intuitive interface, detailed reporting features, and extensive integrations with popular trading platforms. However, some find the pricing structure confusing and express concerns regarding the accuracy of data and the lack of tax reporting capabilities. Overall, Sharesight is a solid option for investors seeking a comprehensive portfolio tracking tool, but users should carefully consider their specific needs and budget before committing. |
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AI-Generated from the text of User Reviews
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Free Free Starter $12.00 $12.00 per month Investor $19.00 $19.00 per month Expert $25.00 $25.00 per month |
Asha Free Maya $12.00 $12.00 per month |
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View Detailed Pricing
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kopilot
4.6 Based on 5 Ratings |
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| Company Details | Located in: South Wales, Australia Founded in: 2015 | Located in: Palo Alto, CA Founded in: 2019 |
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Not available https://www.sharesight.com/ |
Not available https://www.kubera.com/ |
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