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Sharesight is an award-winning online investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. All while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today.
Provider
Sharesight
Located In
Australia
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Webinars, Documentation, Videos
Support
Email/Help Desk, Knowledge Base, FAQs/Forum, Chat
Sharesight is used by over 450,000 DIY investors and finance professionals (accountants and financial advisers) in more than 100 countries to track their investments.
Content Source: Sharesight
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Overall Rating:
Sharesight Reviews
"Sharesight is a great product"
Overall: Brilliant product, invaluable.
Pros: I like the fact that the web support is helpful. For example, my broker Finecobank, was not set up with them, so I ask, and they enabled integration.
Cons: There is a small lag, as it is database intensive. But its only a second or so.
"Tried to set it up -- walked away"
Overall: Walking away because I need a more complete solution.
Pros: Seemed like it should handle everything I need, including ability to group holdings across brokerage accounts according to user need
Cons: Can't auto-import your portfolio from even the most widely used brokerage in the USA, Fidelity. Can manually upload with a spreadsheet -- but only trades, not dividends. Can't automatically learn about new transactions in the brokerage account without needing access to my broker emails (transaction confirmation) -- which don't provide share counts.
