Overview
Portfolio manager for DIY investors. Track your investments in real-time and run performance and tax reports in one click.
PERFECT PORTFOLIO MANAGEMENT Sharesight is an investment portfolio tracking and reporting system that lets you organise your trading history and dividends so you can understand exactly where you stand in terms of performance, income, and tax. It’s the perfect investment tracker for portfolios of all types: from buy & hold investors to frequent traders. EFFORTLESS SETUP Connect to your online broker and import all of your historical trades with just a few clicks. Or import your trading history via CSV or by entering trades manually. AUTOMATIC UPDATES Watch as dividends, corporate actions,and performance calculations are automatically applied to your overall portfolio and individual holdings. REAL-TIME TRADES Sharesight’s advanced technology captures the trades you make by reading your contract notes, no matter. POWERFUL REPORTING View portfolio returns over various time periods with easy-to-read performance charts & graphs, and run automated tax reports that you can hand over your accountant at tax-time. Use Sharesight FREE for life to track up to 10 holdings: * Easy, 2-click sign-up & set-up * No billing details or credit card required * Upgrade anytime to track more holdings & access advanced features CUSTOMER FEEDBACK Investors love Sharesight: “Sharesight takes all the hassle out of managing a share portfolio. I have never been able to get this level of detail on the performance of my shares anywhere else – even with share management software – thank you!” - Steven Phillips “Blown away by the UX and level of functionality in @Sharesight” - @StephenColman “Spent part of the long weekend doing my taxes. Took 4 hours last year. 40 minutes this year. All thanks to a free @Sharesight account” - @StevenLeaney “Loving my weekly @Sharesight performance email on a Friday afternoon, getting less distracted by daily movements/checks” - @benmjohnson
Robert MerrellOct 21, 2017
I opened an account as an alternative to Google Finance Sharesight does not track cash within a brokerage account, so one cannot get a true picture of the value of the account Sharesight did not support two mutual funds that I hold: VFITX MWTSX These are two fairly popular bond funds I opened the account and I closed the account within approximately 45 minutes Sorry, folks -- your service may be adequate for some but not for me
Sean SinghMar 29, 2017
Sharesight knowingly restrict high net worth investors and frequent traders from using their site. I've got about $6m of shares that are the result of a modest sum invested fourteen years ago, that has achieved a high rate of compounding. In that time, I've made thousands of trades. I've always hated using Sharesight because it is unbelievably slow and crash-prone, but unfortunately, I presently need to use it to prepare my tax return. When I complained to Sharesight via CMC (my broker) about... Show more
Phil MorrisonDec 22, 2016
Duped me into trying it then wanted 20 dollars per month to track more than 10 stocks. Give me something robust enough so that I can see if it is useful. Sucker app.
Details
- Version1.0.2
- UpdatedMay 26, 2016
- Size28.44KiB
- LanguagesEnglish
- Developer
- Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.