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Sharesight

Brand : Sharesight

Starting at $ 9

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Sharesight is an investment portfolio management tool that helps individuals and businesses track investments effortlessly. It offers features like portfolio tracking, tax management, and performance metrics, making it an essential tool for investors....Read more

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Sharesight Software Pricing, Features & Reviews

What is Sharesight?

Sharesight is a comprehensive investment tracking software designed to simplify portfolio management for investors of all levels. As a leading business software, it integrates seamlessly with various brokers, providing a centralized platform for tracking stocks, mutual funds, ETFs, and more. With its user-friendly interface, Sharesight makes managing investments straightforward and efficient. This powerful financial management software also serves as an effective investment management software, catering to diverse investment needs.

One of the key advantages of Sharesight is its ability to generate detailed reports on investment performance, dividends, and tax obligations. Investors can gain insights into their portfolio's growth, compare it against benchmarks, and make informed decisions. Sharesight's collaboration features also allow for easy sharing with financial advisors or accountants.

Why Choose Sharesight?

  • Ease of Use: Sharesight's intuitive design makes tracking investments simple for everyone.
  • Comprehensive Reporting: Generate detailed reports to understand investment performance better.
  • Multi-Currency Support: Track investments across different currencies without hassle.
  • Collaborative Features: Share access with advisors or family for joint decision-making.
  • Automated Updates: Get real-time updates on stock prices and corporate actions.

Benefits of Sharesight

  • Tax Efficiency: Simplifies tax reporting with automated capital gains tax calculations, ensuring you meet all legal requirements without hassle.
  • Accurate Tracking: Keeps precise records of dividends and reinvestments, providing a clear view of your portfolio’s performance and income.
  • Time-Saving: Automates data entry by syncing directly with brokers, reducing manual input and minimizing errors.
  • Customizable Reports: Tailor reports to suit your specific needs and preferences, offering insights that match your unique investment strategy.
  • Secure and Reliable: Protects your data with industry-standard security measures, ensuring your information is safe and confidential.

Pricing of Sharesight Financial Management Software

Sharesight price starts at $ 9 at techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

Sharesight Pricing & Plans

Starter
  • 1 Portfolio
  • 30 Holdings
  • 3 Custom groups
  • Limited reporting
  • Standard support
    • Monthly
Starting at $ 9
Investor
  • 4 Portfolio
  • Unlimited Holdings
  • 5 Custom groups
  • Advanced reporting
  • Standard support
    • Monthly
Starting at $ 24
Expert
  • 10 Portfolio
  • Unlimited Holdings
  • 10 Custom groups
  • Full reporting
  • Priority support
    • Monthly
Starting at $ 31

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Sharesight Features

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Portfolio Tracking

Monitor your investments effortlessly with real-time updates.

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Reporting

Generate insightful reports on your investment performance.

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Multi Currency

Track and manage investments across various currencies.

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Collaboration

Share your portfolio with advisors or family members securely.

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Tax Management

Simplify tax season with automated tax reporting features.

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Performance Metrics

Analyze investment growth and compare against benchmarks.

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Dividend Tracking

Keep detailed records of all dividend payments.

Sharesight Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Communities
  • Videos
  • English

Sharesight Reviews and Ratings

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Sharesight Company Details

Brand Name Sharesight
Information Simply the best investment portfolio tracking & tax reporting tool. Online & free for life.
Founded Year 2007
Director/Founders Scott Ryburn, Tony Ryburn
Company Size 1-100 Employees

Sharesight FAQ

A Sharesight is used for tracking and managing investment portfolios, providing insights into performance, tax reporting, and more.
A Sharesight syncs with brokers to automatically update your portfolio with the latest market data.
A Yes, Sharesight's user-friendly interface is designed for both beginners and experienced investors.
A Yes, it supports tracking of international stocks and multi-currency investments.
A It automates capital gains tax calculations and generates tax reports, simplifying the tax filing process.
A Yes, you can securely share access with financial advisors, accountants, or family members.
A Yes, Sharesight offers a mobile app for tracking investments on the go.
A Sharesight provides near real-time updates and corporate action notifications.
A You can generate performance, dividend, and tax reports, among others.
A Yes, Sharesight employs robust security measures to protect your investment data.

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