Sharesight
Sharesight was founded in Australia with the vision of making professional-grade portfolio management tools accessible to individual investors and smaller advisory firms. The platform has grown to serve hundreds of thousands of users globally, ranging from individual investors managing personal portfolios to financial advisors overseeing client accounts. Sharesight's strength lies in its ability to automatically import and track transactions from a wide variety of brokers and exchanges, while providing sophisticated performance analytics that were traditionally available only through expensive institutional platforms. The company has built a reputation for accuracy, ease of use, and comprehensive reporting capabilities, making it a preferred choice for investors who want to understand their true investment performance across all their holdings. With continuous product development and expansion into new markets, Sharesight has established itself as a leader in the retail investment tracking space. The platform's focus on automation, accuracy, and user experience has made it an essential tool for serious investors who want to take control of their investment monitoring and analysis.
Key Features
- Portfolio Tracking
- Performance Analytics
- Tax Reporting
- Dividend Tracking
- Multi-Currency Support
- Benchmark Comparison
- Asset Allocation Analysis
- Automated Data Import
- Custom Reports
- Mobile App
- API Access
- Goal Tracking
Use Cases
- Personal Portfolio Management
- Tax Preparation
- Performance Analysis
- Financial Advisory
- Investment Club Management
- Multi-Portfolio Tracking
- Benchmark Analysis
- Dividend Income Tracking
- Asset Allocation
- Investment Research
Integrations
- 200+ brokers worldwide
- Excel/CSV import
- Tax software
- Accounting platforms
- Financial planning tools
- Third-party data providers
- Mobile banking
- Investment platforms
Available Comparisons
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