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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 | 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 |
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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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Free Free Starter $12.00 $12.00 per month Investor $19.00 $19.00 per month Expert $25.00 $25.00 per month |
Investment Services Custom Wealth Management Custom Private Client Custom |
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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: Redwood City, California |
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Not available https://www.sharesight.com/ |
Not available https://www.personalcapital.com/wealth-management |
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