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About Sharesight

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.

Screenshots & Videos

Sharesight screenshot
Sharesight screenshot
Sharesight screenshot
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Video Thumbnail
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Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers

API Support

  • Available

Modes of Support

  • Online
Sharesight Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

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.

Sharesight Alternatives

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Sharesight Reviews

User Rating

4.4/5 (Based on 105 Ratings)

Rating Distribution

  • Excellent

    77.1%
  • Very Good

    6.7%
  • Average

    3.8%
  • Poor

    2.9%
  • Terrible

    9.5%

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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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.

Pros

  • Userfriendly interface simplifies portfolio tracking and investment management.
  • Comprehensive features including tax reporting, dividend tracking, and performance analysis.
  • Supports a wide range of investments, including stocks, ETFs, and mutual funds.

Cons

  • Limited customization options for reports and portfolio views.
  • Lacks integration with certain popular financial tools and platforms.
  • Occasional issues with data accuracy and synchronization.

Sharesight Reviews

AI-Generated from the text of User Reviews

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Sharesight FAQs

What are the top alternatives for Sharesight?

Does Sharesight provide API?

Yes, Sharesight provides API.

Sharesight Contact

Vendor Details

South Wales, Australia Founded : 2015

Contact Details

Not available

https://www.sharesight.com/

Social Media Handles

Sharesight Integrations

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com

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