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Sharesight

Brand: Sharesight

  • 4.0

  • 3 Ratings

Sharesight is an investment portfolio management tool that helps individuals and businesses track investments effortlessly. It offers features like portfolio tracking, tax management, and performance metrics, making it an essential tool for investors.

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Starting Price
$9

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Starting at $9

Sharesight Software Overview

What is Sharesight?

Sharesight is a comprehensive investment tracking software designed to simplify portfolio management for investors of all levels. As a leading business software, it integrates seamlessly with various brokers, providing a centralized platform for tracking stocks, mutual funds, ETFs, and more. With its user-friendly interface, Sharesight makes managing investments straightforward and efficient. This powerful financial management software also serves as an effective investment management software, catering to diverse investment needs.

One of the key advantages of Sharesight is its ability to generate detailed reports on investment performance, dividends, and tax obligations. Investors can gain insights into their portfolio's growth, compare it against benchmarks, and make informed decisions. Sharesight's collaboration features also allow for easy sharing with financial advisors or accountants.

Why Choose Sharesight?

  • Ease of Use: Sharesight's intuitive design makes tracking investments simple for everyone.
  • Comprehensive Reporting: Generate detailed reports to understand investment performance better.
  • Multi-Currency Support: Track investments across different currencies without hassle.
  • Collaborative Features: Share access with advisors or family for joint decision-making.
  • Automated Updates: Get real-time updates on stock prices and corporate actions.

Benefits of Sharesight

  • Tax Efficiency: Simplifies tax reporting with automated capital gains tax calculations, ensuring you meet all legal requirements without hassle.
  • Accurate Tracking: Keeps precise records of dividends and reinvestments, providing a clear view of your portfolio’s performance and income.
  • Time-Saving: Automates data entry by syncing directly with brokers, reducing manual input and minimizing errors.
  • Customizable Reports: Tailor reports to suit your specific needs and preferences, offering insights that match your unique investment strategy.
  • Secure and Reliable: Protects your data with industry-standard security measures, ensuring your information is safe and confidential.

Pricing of Sharesight Financial Management Software

Sharesight price starts at $ 9 at techjockey.com. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

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Sharesight Company Details

Brand: Sharesight

Founded Year:  2007

Simply the best investment portfolio tracking & tax reporting tool. Online & free for life.

Director/Founders Scott Ryburn, Tony Ryburn
Company Size 1-100 Employees

Sharesight Pricing & Plans

Starter
Starting at $9

    • Monthly

      Monthly
      Monthly

Key Features

  • 1 Portfolio

  • 30 Holdings

  • 3 Custom groups

  • Limited reporting

  • Standard support

Investor
Starting at $24

    • Monthly

      Monthly
      Monthly

Key Features

  • 4 Portfolio

  • Unlimited Holdings

  • 5 Custom groups

  • Advanced reporting

  • Standard support

Expert
Starting at $31

    • Monthly

      Monthly
      Monthly

Key Features

  • 10 Portfolio

  • Unlimited Holdings

  • 10 Custom groups

  • Full reporting

  • Priority support

Sharesight Features

  • icon_check Portfolio Tracking
    Monitor your investments effortlessly with real-time updates.
  • icon_check Reporting
    Generate insightful reports on your investment performance.
  • icon_check Multi Currency
    Track and manage investments across various currencies.
  • icon_check Collaboration
    Share your portfolio with advisors or family members securely.
  • icon_check Tax Management
    Simplify tax season with automated tax reporting features.
  • icon_check Performance Metrics
    Analyze investment growth and compare against benchmarks.
  • icon_check Dividend Tracking
    Keep detailed records of all dividend payments.
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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Sharesight Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows MacOS MacOS Linux Linux
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises
Customer Support
Email Communities
Language
English
Training Resources
Videos

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Sharesight Review

4.0

Out of 5

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Overall Rating

Based on
3 Verified Ratings

Rating Breakdown

  • Features 3.8
  • Value for Money 4.5
  • Ease of Use 4.3
  • Customer Support 3.6

90% Recommend this Product

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What is Sharesight used for?

Sharesight is used for tracking and managing investment portfolios, providing insights into performance, tax reporting, and more.

How does Sharesight track investments?

Sharesight syncs with brokers to automatically update your portfolio with the latest market data.

Is Sharesight suitable for beginners?

Yes, Sharesight's user-friendly interface is designed for both beginners and experienced investors.

Does Sharesight support international stocks?

Yes, it supports tracking of international stocks and multi-currency investments.

How does Sharesight help with taxes?

It automates capital gains tax calculations and generates tax reports, simplifying the tax filing process.

Can I share my portfolio with others on Sharesight?

Yes, you can securely share access with financial advisors, accountants, or family members.

Is there a mobile app for Sharesight?

Yes, Sharesight offers a mobile app for tracking investments on the go.

Does Sharesight offer real-time data?

Sharesight provides near real-time updates and corporate action notifications.

What kind of reports can I generate with Sharesight?

You can generate performance, dividend, and tax reports, among others.

Is Sharesight safe to use?

Yes, Sharesight employs robust security measures to protect your investment data.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.