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Average Ratings 566 Ratings

Description

No matter if you're just starting out in the world of investing or have years of experience under your belt, Sarwa is dedicated to doing what’s best for you and your financial future. Our aim is to help you achieve your financial objectives more quickly by offering a range of services that were once exclusive to the ultra-wealthy. You can invest in a well-diversified portfolio comprising stocks, bonds, and various other asset classes, all curated to align with your personal risk appetite. Research indicates that investing in low-cost index funds that mirror market trends often yields better results than individual stock selection over the long haul. We leverage innovative technology to adjust your portfolio in response to market changes and to reinvest any dividends you earn. After assessing your responses, we will propose a personalized investment strategy tailored to your risk profile and investment timeline, which you have the flexibility to modify at any point in time. Our commitment is to empower you with the right tools and insights so you can make informed investment decisions.

Description

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Diversiview No 
Interactive Brokers No 
TaxTank No 
Xero No 

Integrations

Diversiview Yes 
Interactive Brokers Yes 
TaxTank Yes 
Xero Yes 

Pricing Details

0.5% Fee
Free Trial No 
Free Version No 

Pricing Details

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Sarwa

Founded

2017

Country

United Arab Emirates

Website

www.sarwa.co

Vendor Details

Company Name

Sharesight

Founded

2007

Country

New Zealand

Website

www.sharesight.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection No 

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