Average Ratings 566 Ratings
Average Ratings 0 Ratings
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.
Description
Stock Portfolio Tracker is a cutting-edge platform designed specifically for long-term investors who value both precision and transparency in their financial management. Boasting an extensive database with over 30 years of historical data, it enables users to monitor a diverse array of assets, including stocks, ETFs, foreign exchange, cryptocurrencies, bonds, and mutual funds, spread across 85 different exchanges and encompassing more than 250,000 holdings. The platform offers sophisticated analytics and ensures effortless synchronization of corporate actions such as dividends and stock splits, thereby providing users with reliable insights. Employing an advanced Money-Weighted Rate of Return (MWRR) methodology, Stock Portfolio Tracker accurately assesses investment performance, capturing the true effects of cash flows over time. Additionally, the platform equips investors with robust tools for performance assessment and portfolio enhancement, allowing them to gain deeper insights into their financial outcomes and maintain a clearer view of their investment portfolios. Ultimately, Stock Portfolio Tracker is an essential resource for anyone looking to optimize their investment strategies and achieve their financial goals.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Diversiview
Yes
Interactive Brokers
Yes
TaxTank
Yes
Xero
Yes
Integrations
Diversiview
No
Interactive Brokers
No
TaxTank
No
Xero
No
Pricing Details
$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Trial
Yes
Free Version
Yes
Pricing Details
$4.99 per month (annually)
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Mac
Yes
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
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Sharesight
Founded
2007
Country
New Zealand
Website
www.sharesight.com
Vendor Details
Company Name
Stock Portfolio Tracker
Founded
2022
Country
United Kingdom
Website
stockportfoliotracker.app/
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
Product Features
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No