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Sharesight description
Sharesight is an online investment tracking tool for individuals. It lets you monitor the performance of your stocks, ETFs, and other investments in one place, including dividends and trading history. Sharesight offers automatic updates, tax reporting features, and performance benchmarking against various market indices. You can try it for free or upgrade to access premium features like multiple portfolio tracking and in-depth reporting.
Who is Sharesight best for
Sharesight is an online investment tracking tool for individuals and small businesses. It helps you monitor your stock, ETF, and other investment performance, including dividends and trading history. Sharesight offers automatic updates, tax reporting, and performance benchmarking. Choose from a free or premium plan for multiple portfolios and in-depth reporting.
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Best for small businesses (1-100 employees), good fit for medium businesses (101-1000).
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Particularly well-suited for finance, banking, and insurance businesses.
Sharesight features
| Supported Sharesight allows generating and exporting performance reports for investors. |
| Supported Sharesight generates reports on portfolio performance, including risk exposure and contribution analysis. |
| Supported Sharesight offers historical performance data with returns, benchmarks, and key metrics. |
| Supported Sharesight offers tools for tracking performance, analyzing holdings, and generating reports. |
| Supported Sharesight tracks investment details including dates, amounts, valuations, and ownership percentages. |
| Supported Sharesight allows benchmarking portfolios against various indices and benchmarks. |
| Supported Sharesight automates portfolio updates with data feeds from over 200 brokers. |
Sharesight pricing
See the Sharesight pricing page.
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Sharesight has a free plan.
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Sharesight has a free trial.
Free
This plan offers basic portfolio management features with limited reporting and support, suitable for beginners.
Starter
This plan provides enhanced features, including more holdings, custom groups, and standard support.
Investor
This plan offers comprehensive portfolio management tools, advanced reporting, and standard support.
Expert
This plan provides the most advanced features, full reporting, priority support, and is ideal for experienced investors.
Sharesight alternatives
AumniBetter for venture capital and private equity firms. Geared towards larger businesses and enterprise customers. Has more momentum. Users love the customer support and automated insights. A Sharesight alternative and competitor.Read more
BeanvestHigher average rating on G2. Caters to individual investors interested in stocks, ETFs, and crypto, unlike Sharesight, a Sharesight competitor which focuses on stocks, ETFs, and other investments. No pricing information available.Read more
S&P Capital IQ ProBetter for large enterprises and research professionals. Focuses on in-depth financial data and analysis for publicly traded companies. More expensive. Steeper learning curve.Read more
Wise TradrBetter for active traders focused on improving their trading strategies. Higher rated by users, with praise for its ease of use and trade analysis features. However, some users mention occasional performance issues and limited signal options. A Sharesight alternative and competitor.Read more
Vantage InsightBetter for investment firms needing client reporting and communication tools. Specifically designed for private equity, venture capital, and real estate advisors. Higher average rating. A Sharesight alternative and competitor.Read more
Sharesight FAQ
What is Sharesight and what does Sharesight do?
Sharesight is an online investment portfolio tracker for individuals, enabling them to monitor stock, ETF, and other investment performance, including dividends and trading history. It offers automatic updates, tax reporting, and performance benchmarking. A free version is available, with premium plans for advanced features.
How does Sharesight integrate with other tools?
Sharesight integrates with over 200 brokers globally, automating portfolio updates through data feeds. This simplifies tracking investments and eliminates manual data entry. It also offers reporting features for tax and performance analysis.
What the main competitors of Sharesight?
Sharesight's main competitors include Ziggma, Beanvest, and Wise Tradr, all catering to individual investors with portfolio tracking and analysis tools. For institutional investors, Aumni and Vantage Insight offer portfolio management and reporting solutions. S&P Capital IQ Pro focuses on financial research and analysis.
Is Sharesight legit?
Yes, Sharesight is a legitimate platform used by many investors for portfolio tracking and tax reporting. It offers a free version and paid plans depending on your needs. Consider exploring user reviews for more in-depth insights into its safety and suitability.
How much does Sharesight cost?
Sharesight's pricing plans range from free to $31/month. The free plan is suitable for beginners, while the paid Investor and Expert plans offer advanced features for experienced investors. Choosing the right plan depends on your portfolio management and reporting needs.
Is Sharesight customer service good?
There are no customer service reviews available for Sharesight. Therefore, I cannot determine if their customer service is good.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.