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Powerful portfolio tracking software for smarter investment decisions.
Sharesight is a portfolio tracking software designed to help investors monitor their investment performance, track dividends, and generate tax reports. It integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab, and Interactive Brokers, facilitating automated data import. The platform supports over 700,000 stocks, ETFs, and funds globally. Sharesight’s architecture focuses on providing a centralized view of investment portfolios, automating dividend tracking and tax calculations. The value proposition lies in simplifying investment administration and providing detailed performance analysis, reducing manual effort, and improving accuracy. Use cases include individual investors tracking their portfolio performance, accountants managing client portfolios, and financial advisors providing performance reports. The software offers a free plan for basic use and premium plans for advanced features and multiple portfolios.
Sharesight is a portfolio tracking software designed to help investors monitor their investment performance, track dividends, and generate tax reports.
Explore all tools that specialize in dividend tracking. This domain focus ensures Sharesight delivers optimized results for this specific requirement.
Calculates portfolio values in multiple currencies, handling exchange rate fluctuations and providing a consolidated view.
Breaks down portfolio performance by asset class, sector, or individual security, identifying the key drivers of returns.
Forecasts future dividend and interest income based on current holdings and historical payment data.
Measures the potential downside risk of a portfolio by analyzing historical drawdowns and volatility.
Compares portfolio performance across different time periods, highlighting trends and identifying long-term patterns.
Sign up for a free account.
Connect your brokerage accounts or upload historical trade data.
Verify your holdings and trade history.
Customize your portfolio settings and reporting preferences.
Explore the different reports and analysis tools available.
Set up email alerts for price movements and dividend announcements.
Utilize the help documentation for advanced features and troubleshooting.
All Set
Ready to go
Verified feedback from other users.
"Sharesight is praised for its comprehensive portfolio tracking, tax reporting, and dividend tracking capabilities, with users highlighting its ease of use and robust features."
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