Sharesight is a cloud investment portfolio tracking solution used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, plus you can share unlimited secure access with anyone you wish.
Nominated for: Best Financial Advisor or Wealth Management Platform
Sharesight is an affordable and flexible investment portfolio tracker used by financial advisors and wealth managers. Want automatic holding updates, with comprehensive tax and performance reporting, wrapped up in an easy-to-use, fully online system? That’s Sharesight in a nutshell. * Track stocks, foreign currencies, and cryptocurrencies all in one place. * Import trading histories, then sit back and watch as corporate actions such as dividends, and stock splits are automatically incorporated. * Clients understand exactly how their investments are performing with daily price & currency updates, plus powerful reports and optional email alerts. * Clearly identify non-performers with benchmarking, custom groups, and contribution analysis (asset allocation reporting) * Help your clients avoid surprises this tax season with helpful reports, including the Taxable Income Report which displays dividends and interest payments along with the relevant totals for their tax return. * Share unlimited secure access to portfolios with staff and clients -- so everyone is on the same page throughout the year.