Product Information
What is Sharesight?
Sharesight is an award-winning online investment portfolio tracker used by thousands of DIY investors and financial professionals. Sharesight monitors your stock prices, brokerage fees, currency fluctuations, and corporate actions such as dividends and stock splits. It features easy-to-read charts and tables and includes comprehensive tax and performance reports. You can even connect to Xero with its award-winning add-on. Plus, you can share unlimited access with anyone you choose.
To get started, simply import your historical transactions or open balances on the website. Then, track your portfolio by downloading the Sharesight mobile app. You also have the option to receive weekly portfolio snapshots and price alert emails.
Ditch the complicated spreadsheets—Sharesight brings everything together in one place, serving as the "portfolio passport" you've always been looking for.
How to use Sharesight?
Sharesight is an award-winning portfolio tracker for individuals and professionals to monitor stocks, dividends, taxes, and assets, simplifying investment management with data-driven insights.
Core Functions of Sharesight
Performance tracking
Portfolio Tracking
Performance tracking
Usage Scenarios of Sharesight
- Track stocks, dividends, and taxes online.
- Import historical transactions or opening balances to start managing a portfolio.
- Track your portfolio anytime, anywhere via mobile apps.
- Generate investment performance and tax reports, such as capital gains, dividends, and currency fluctuation impact reports.
- Visualize portfolio diversity and rebalance according to target asset allocation.
- Calculate realized gains on sold securities and view complete transaction history.
Common Questions about Sharesight
What does Sharesight do?
How do I use Sharesight?
What are the core features of Sharesight?
What are the use cases for Sharesight?
