Monitor, manage, and maximize your stock portfolio.
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Starts from $12/Month, also offers free forever plan
Overview
Pricing
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Ratings
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FAQs
. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a convenient and user-friendly online tool that allows users to effortlessly track their holdings, including mutual funds and stocks, all in one place. It also automatically incorporates stock splits and lets users view a list of all dividends and distributions over any period. The platform's features allow investors to easily see the impact of dividends on total returns at both the holding and portfolio levels. With customizable organization options like industry, market, and custom groups, Sharesight makes it easy for investors to stay on
Starts from $12/Month
Freelancers
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
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Free Trial
Not available
Sharesight Pricing
Starts from $12/Month
Offers free forever plan
Pricing Model
Freemium
Paid Plans (Subscription )
Pricing Plans
Free
Portfolios : 1
Holdings : 10
Custom Groups : 1
Supported Markets
Automatic Dividends an Adjustments
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Starter
$12
/Month
Portfolios : 1
Holdings : 20
Custom Groups : 1
Includes features of Free plan
Investor
$19
/Month
Portfolios : 3
Holdings : Unlimited
Custom Groups : 2
Includes features of Starter plan, plus
Cash Accounts
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Expert
$25
/Month
Portfolios : 5
Holdings : Unlimited
Custom Groups : 5
Includes features of Investor plan, plus
Contribution Analysis
Screenshots of the Sharesight Pricing Page
Disclaimer: Pricing information for Sharesight is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Expert's Review generated by AI
Sharesight emerges as a robust tool for managing investments, with users appreciating its ability to streamline portfolio tracking and offer insightful performance data. Users find it particularly helpful for tax reporting, showcasing accurate CGT calculations and aiding in understanding overall portfolio profitability. The platform's automatic data import ...Read more
Sharesight pros and cons
Provides clear understanding and performance tracking of investments, saving time and effort.
User-friendly interface, suitable for both beginners and experienced users.
Helpful for tax reporting and CGT calculations, contributing to portfolio management.
Efficient customer support, prompt response, and assistance.
Aggregates and organizes trades well, beneficial for overall portfolio management.
Useful reports and export capabilities for additional analysis.
Great value for managing portfolios across different countries.
Intuitive and helpful for monitoring various investments and holdings.
Seamless automatic data pulling from brokers, enhancing convenience.
Enables meaningful conversations with financial advisors, enhancing user understanding.
Effective in tracking dividends and real estate, stocks, and bond portfolios.
Platform can be unaccessible and unreliable at times, with no external support available.
High pricing, perceived as overpriced for the service provided.
Limited by the 1000 trade limit, impacting semi-day traders.
International shares dividends conversion could be inaccurate, requiring manual adjustments.
Lack of robust customer service and slow response times.
Complex setup for new users in terms of data input and customization.
Bugs in the platform affecting user experience and functionality.
Issues with currency conversion for trading in different currencies.
Lack of available apps and connectors on the marketplace for advanced functionalities.
Downgrade process leads to immediate loss of payment, causing dissatisfaction.
Navigation difficulties and editing challenges within the platform affecting user experience.
User Review
AJ
Aase Jeppesen
07/07/24
Be Cautious
i cant recommend this firm their service was poor and my returns were disappointing in contrast *cirmex, org offers better support and clearer ...
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BA
Bruno Antonini
07/06/24
Monthly/yearly performance under control
Before using Sharesight, I found it difficult to track my investments over time frames different from the initial investment date, and it was ...
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R
Ridley
06/30/24
Very frustrating and time-consuming…
Very frustrating and time-consuming trying to confirm past dividends and purchases to bring my portfolio data up to date. Entering data via a form is ...
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A
Agustin
06/24/24
Overpriced for the service you provide
For the price I pay the customer support should be more accesible and quicker. It is also a bit slow to impact on the platform the modifications I ...
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Customer Service
Online
Location
South Wales, Australia
Stuck on something? We're here to help with all the questions and answers in one place.
Some top alternatives to Sharesight includes Morningstar Direct, Morningstar Office, MProfit, Personal Capital and JCurve.
Yes, Sharesight provides API.
Yes, Sharesight provides mobile app.
Sharesight is located in South Wales, Australia
Sharesight offers Freemium, Subscription pricing models
Yes, Sharesight can integrate with
The starting price of Sharesight is $12/Month
Researched by Rajat Gupta
