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Quicken Simplifi |
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
Quicken |
| 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 | Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. Read more | Quicken is a trusted leader in money management, empowering millions to take control of their finances with clarity and confidence. In addition to its award-winning personal finance tools for budgeting, saving, and investing, Quicken helps small business owners, self-employed professionals, and contractors manage their business and personal finances seamlessly in one place. From creating and sending invoices to tracking income and expenses, preparing for taxes, and monitoring cash flow, Quicken delivers powerful tools with clear separation between business and personal accounts—streamlining money management so you can save time, reduce stress, and stay focused on growth. Read more |
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| SW Score & Breakdown |
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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# 1 Most Worthy # 5 Fastest Growing |
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| User Sentiments |
Comprehensive Reporting Features, Accurate Performance Tracking, Automatic Dividend Tracking, Easy to Use Interface Inconsistent Broker Integrations, Occasional Data Accuracy Issues, Limited Customer Support Responsiveness, Mobile App Functionality Limitations |
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Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches |
| 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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Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities. |
| Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Free Free Starter $7.00 $9.33 per month Investor $18.00 $24.00 per month Expert $23.25 $31.00 per month Professionals Others |
Investment Services Custom Wealth Management Custom Private Client Custom |
Classic Premier $5.99 $5.99 per month Classic Deluxe $6.49 $6.49 per month Classic Business & Personal $8.99 $8.99 per month Quicken Simplifi $2.99 $2.99 per month Quicken Business & Personal $3.99 $3.99 per month Quicken LifeHub $1.99 $1.99 per month |
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| Company Details | Located in: South Wales, Australia Founded in: 2015 | Located in: Redwood City, California | Located in: Menlo Park, California - 94025 Founded in: 2016 |
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