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.

Sharesight alternatives ➤

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.

Official Links

Official Website
www.sharesight.com

The Best Sharesight Alternatives

Top Apps like Sharesight

AlphaTrackr, CityFALCON, Portfoloo, Investing.com, Anlage.App, SharesMaster, Google Finance, Portseido, wallmine, torto.ai, Yahoo! Finance, Holfolio are some alternatives to Sharesight.

Sugggest an alternative ❐

AlphaTrackr

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CityFALCON

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Portfoloo

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Investing.com

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Anlage.App

Anlage.App is a versatile personal finance application designed to help users organize their financial lives and work towards financial goals. The app allows users to securely connect all of their financial accounts in one place to track net worth over time.Key features of Anlage.App include:Net worth...

SharesMaster

SharesMaster is a feature-rich stock portfolio management software designed to help investors effectively track, analyze, and manage their stock investment portfolios. It provides a user-friendly interface for entering and tracking transactions, getting real-time stock quotes, visualizing data with interactive charts, assessing portfolio performance, and identifying potential investment opportunities through custom...

Google Finance

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Portseido

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Wallmine

Wallmine is a financial data and analytics platform designed to help investors research and analyze stocks, ETFs, mutual funds, currencies, and cryptocurrencies. Some key features of Wallmine include:Detailed financial information - Key metrics, ratios, growth rates, margins, etc. for companies and funds.News and filings - Access to latest...

Torto.ai

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Yahoo! Finance

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Holfolio

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