Home/Investment Portfolio Management Software/Sharesight
Updated on: May 26, 2022

What is Sharesight ?

Official Website

Sharesight

Online Stock Portfolio Tracker And Reporting Platform For Investors
(206 Ratings) Write Review

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.

Sharesight Technical details

Support Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number South Wales, Australia
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Investment Portfolio Management Software

Sharesight Pricing

Pricing ModelFreemium , Subscription
Free
Free

Features

  • Portfolios : 1
  • Holdings : 10
  • Custom Groups : 1
  • Supported Markets
  • Automatic Dividends an Adjustments
  • Price and Portfolio Email Alerts
  • Mobile App
  • Broker Email Imports
  • Record Unlisted Investments
  • Portfolio Sharing
  • Performance
  • Taxable Income
  • Historical Cost
  • Sold Securities
  • All Trades
Starter
$12 /Month

$132 per Year billed Yearly

Features

  • Portfolios : 1
  • Holdings : 20
  • Custom Groups : 1
  • Includes features of Free plan

Investor
$19 /Month

$209 per Year billed Yearly

Features

  • Portfolios : 3
  • Holdings : Unlimited
  • Custom Groups : 2
  • Includes features of Starter plan, plus
  • Cash Accounts
  • Benchmarking
  • File Attachments
  • Labels and Report Filtering
  • Xero Integration
  • Future Income
  • Diversity
Expert
$25 /Month

$275 per Year billed Yearly

Features

  • Portfolios : 5
  • Holdings : Unlimited
  • Custom Groups : 5
  • Includes features of Investor plan, plus
  • Contribution Analysis
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Disclaimer: The pricing details were last updated on 25/10/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Sharesight pricing.

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Sharesight Reviews

OVERALL RATING
4.4
Based on 206 Rating(s)
Rating Distribution
  • 83 %
  • 8.7 %
  • 2.4 %
  • 1.9 %
  • 3.9 %
SHARE YOUR EXPERIENCE Write a Review
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Videos on Sharesight

Sharesight - Simply the best portfolio tracker for DIY investors
Sharesight - Simply the best portfolio tracker for DIY investors
Tracking unlisted property funds on Sharesight
Sharesight Xero Cashbook

Sharesight Screenshots

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Sharesight FAQs

Yes, Sharesight provides API.

Sharesight Integration

98%
Xero
(6759 RATINGS) Accounting Software

Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com