Sharesight
Sharesight is an online portfolio tracker and performance reporting tool for investors. It allows you to consolidate all your investment holdings from various brokers, banks and platforms to track performance, tax, dividends and more in one place.
investing
stocks
performance
reporting
dividends
tax
Sharesight: Online Portfolio Tracker & Performance Reporting Tool
Sharesight is an online portfolio tracker and performance reporting tool for investors. It allows you to consolidate all your investment holdings from various brokers, banks and platforms to track performance, tax, dividends and more in one place.
What is Sharesight?
Sharesight is an online investment portfolio tracker and performance reporting platform designed for DIY investors. It provides portfolio overviews, performance measurement, tax reporting, and automated tax record keeping for investments held across different brokers, platforms and asset classes.
Some key features of Sharesight include:
- Consolidated portfolio view - Link shares, ETFs, managed funds, property, cryptocurrency, and other investments from over 100 financial institutions to see the total value and performance.
- Performance tracking - Detailed rate of return measurement over custom time periods. Benchmark performance against indices and customize peer groups for comparison.
- Tax reporting - Automated capital gains tax reporting across an entire portfolio. Keeps records of all investment transactions for easy tax prep.
- Alerts and notifications - Get alerted about upcoming corporate actions, dividends, and tax events. Set price alerts and get notifications by email or SMS.
- Custom reporting - Flexible reporting with custom categories, grouping, filtering views and client reporting branding.
Sharesight aims to make portfolio tracking and performance reporting easier for investors. It's designed for DIY investors, finance professionals, and traders who want an overview of investments from shares, managed funds, ETFs, options, property and more in one place. It also caters to Australian and New Zealand investors needing in-depth tax reporting.
Sharesight Features
Features
- Portfolio tracking
- Performance reporting
- Tax reporting
- Dividend tracking
- Brokerage account aggregation
Pricing
- Freemium
- Subscription-Based
Pros
Consolidates investments into one dashboard
Automated tax reporting
Detailed performance analytics
Customizable dashboard and reports
Cons
Limited free plan
No mobile app
Less tools than some competitors
Official Links
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