Sharesight
By Sharesight
Onetime(Perpetual License)
Not Available
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.