About Company

Sharesight is a leading online tool for tracking and reporting stocks, mutual funds, and holdings. It allows users to see a list of all dividends and distributions over any period, and the impact of dividends on total returns at both the holding and portfolio level. The tool also lets users easily track DRPs/DRIPs and their impact on portfolio performance and growth. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. And finally, the performance report helps users view the dollar and percentage returns of open or closed positions.

Pricing of Sharesight

Free

USD 0

USD 0

  • Portfolios : 1
  • Holdings : 10
  • Custom Groups : 1
  • Supported Markets
  • Automatic Dividends an Adjustments
  • Price and Portfolio Email Alerts
  • Mobile App
  • Broker Email Imports
  • Record Unlisted Investments
  • Portfolio Sharing
  • Performance
  • Taxable Income
  • Historical Cost
  • Sold Securities
  • All Trades
  • Portfolios : 1
  • Holdings : 10
  • Custom Groups : 1
  • Supported Markets
  • Automatic Dividends an Adjustments
  • Price and Portfolio Email Alerts
  • Mobile App
  • Broker Email Imports
  • Record Unlisted Investments
  • Portfolio Sharing
  • Performa

Starter

USD 12

/Month

USD 0

  • Portfolios : 1
  • Holdings : 20
  • Custom Groups : 1
  • Includes features of Free plan
  • Portfolios : 1
  • Holdings : 20
  • Custom Groups : 1
  • Includes features of Free plan

Investor

USD 19

/Month

USD 0

  • Portfolios : 3
  • Holdings : Unlimited
  • Custom Groups : 2
  • Includes features of Starter plan
  • plus
  • Cash Accounts
  • Benchmarking
  • File Attachments
  • Labels and Report Filtering
  • Xero Integration
  • Future Income
  • Diversity
  • Portfolios : 3
  • Holdings : Unlimited
  • Custom Groups : 2
  • Includes features of Starter plan
  • plus
  • Cash Accounts
  • Benchmarking
  • File Attachments
  • Labels and Report Filtering
  • Xero Integration
  • Future Income
  • Diversity

Expert

USD 25

/Month

USD 0

  • Portfolios : 5
  • Holdings : Unlimited
  • Custom Groups : 5
  • Includes features of Investor plan
  • plus
  • Contribution Analysis
  • Portfolios : 5
  • Holdings : Unlimited
  • Custom Groups : 5
  • Includes features of Investor plan
  • plus
  • Contribution Analysis

Key Features of Sharesight

Specification

Other Categories:

Investment Portfolio Management Software, Stock Portfolio Management Software

Deployment:

Cloud Hosted

Customer Support:

Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Sharesight

Personal
Personal
SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Sharesight
  • Headquarter: South Wales,
  • Website: Visit Website
  • Social Media:

Description

Sharesight Video

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Sharesight Screenshots

User Reviews Review Write a Review

quote
Informative

Informative

RR
- Ronald Reynolds
Reviewed at 31/01/2022
Source: trustpilot.com
quote
Update my account

Update my account

MS
- Mohd subhi suboh
Reviewed at 22/01/2022
Source: trustpilot.com
quote
Great package

Great package! very user friendly and easy to use.

SH
- Shakes
Reviewed at 13/01/2022
Source: trustpilot.com
quote
Best thing since sliced bread

Best thing since sliced bread. Fantastic help with tax return. Thank you.

CK
- Customer Ken Preece
Reviewed at 13/12/2021
Source: trustpilot.com
quote
A must for perfect records

This program give exactly what I have been after for a long time. I created my own XL spread sheet prior to using Sharesight. A wonderful program that maintain day to day statistics which incl realised profits as well as dividends/distributions, a valuable tool to support end of year financials incl tax. A must for those who want accurate records.

A
- ANTHONY WILLIAMS
Reviewed at 29/11/2021
Source: trustpilot.com

FAQ's

Sharesight has 4 plans,

  • Free USD 0
  • Starter USD 12 /Month
  • Investor USD 19 /Month
  • Expert USD 25 /Month

Sharesight provides Online (Ticket) support.

Sharesight is not allowing Free Trial.