Sharesight
The 10,000 foot view of your financial portfolio.
Overview
Sharesight is an online investment portfolio tracker that allows users to automatically track the performance of their stocks and other investments. It automatically handles corporate actions like dividends and stock splits. A key feature is its powerful tax reporting, tailored for several countries, which simplifies tax preparation. It serves both individual DIY investors and financial professionals who need to track client portfolios.
✨ Key Features
- Automatic holdings updates from brokers
- Performance Tracking (including currency effects)
- Dividend Tracking & Forecasting
- Comprehensive Tax Reporting (Australia, NZ, Canada, UK, US)
- Multi-Currency Support
- Coverage of 60+ global exchanges
🎯 Key Differentiators
- Powerful, country-specific tax reporting features.
- Broad international market and broker coverage.
- Automatic handling of corporate actions and dividends.
- Clean, easy-to-use interface focused on performance tracking.
Unique Value: Saves time and provides true performance insights for global investors by automatically tracking holdings, dividends, and creating detailed tax reports.
🎯 Use Cases (4)
✅ Best For
- Used by over 300,000 users worldwide.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Institutional trading and compliance
- Users needing a full financial planning suite
🏆 Alternatives
Compared to general personal finance apps, Sharesight offers much deeper investment tracking, particularly in its handling of corporate actions and its specialized tax reporting. Its global broker integration is also more extensive than many US-centric trackers.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Expert tier)
🔒 Compliance & Security
💰 Pricing
✓ 7-day free trial
Free tier: 1 portfolio, 10 holdings
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