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 morePricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Available
No Credit Card Required, Get Started for Free
Pricing Plans
Free Free
Features
Starter $7.00 $9.33 per month
$7 per month/ Annual Billing
$9.33 per month/ Monthly billing
Features
Investor $18.00 $24.00 per month
$18 per month/ billed yearly
$24 per month/ billed monthly
Features
Expert $23.25 $31.00 per month
$23.25 per month billed Yearly
$31 per month, billed monthly
Features
Professionals Others
Built for accountants, advisers, and professionals
$13.5 per portfolio /month - 5 to 19 Portfolios
$12 per portfolio /month - 20 to 49 Portfolios
$10.5 per portfolio /month - 50 to 99 Portfolios
$9.2 per portfolio /month - 100 and above Portfolios
Features
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Disclaimer: The pricing details were last updated on 22/07/2024 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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Performance Overview
Stock Diversity
Multi-period
Dividends Report
Import Banker
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Does Sharesight provide API?
Yes, Sharesight provides API.
Vendor Details
South Wales, Australia Founded : 2015Social Media Handles
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