Summ (formerly Crypto Tax Calculator) is a crypto & equities tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures, and 20VC, Summ helps investors stay compliant with confidence.
With support for thousands of integrations, Summ imports your complete transaction history and automatically generates audit-ready tax reports aligned with the tax requirements of over 180 countries.
Users can review trades, uncover tax-saving opportunities, and download accountant-ready tax forms, including Form 8949, Form 1040, capital gains summaries, and more.
Summ's portfolio tracker delivers real-time profit and loss insights, estimated tax liabilities, and accurate pricing for more than 300,000 cryptocurrencies and shares.
Rated 4.6/5 on Trustpilot and featuring seamless TurboTax integration, Summ makes crypto & equities tax reporting simple for both casual investors and active traders.
Built for speed, accuracy, and compliance, Summ gives users complete confidence at tax time.
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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.
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Dividend Data
Establish your long-term investment objectives and utilize our platform to monitor your progress effectively. With a 30-day money-back assurance, you can explore our services without any financial risk. Enhance your knowledge about investing by accessing our complimentary educational materials available on YouTube. Perform comprehensive fundamental analysis using our robust stock research tool, enabling you to evaluate your investments thoroughly. As you strive to achieve your financial aspirations, keep track of your investments consistently. Attaining your financial goals and gaining financial independence is within reach. Building a solid foundation of high-quality dividend-paying stocks can greatly contribute to your future financial security. Effortlessly manage multiple portfolios in a single location by either manually uploading data or automatically linking your accounts from US brokerages. Conduct an in-depth analysis of all your stocks while keeping an accurate record of purchased shares and those accumulated through dividend reinvestment plans (DRIPs). Calculate your true total returns from dividend reinvestment and automatically generate projections for your annual dividend income, overall portfolio yield, yield on cost, and the benefits of reinvesting dividends. Additionally, gain insights into the dividend income and yield metrics associated with each stock in your collection, ensuring you have a comprehensive view of your investments. By utilizing these tools, you are not only tracking your progress but also empowering yourself to make informed investment decisions for a prosperous future.
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StockMarketEye
StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors.
StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions.
* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
* Keep a watchful eye on securities that are on your buy list.
* Analyze historical price data.
* Companion apps available for Android and iOS.
* And many more...
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