Sharesight

Complete Sharesight review from a long-term investor and Sharesight customer, sharesight. Find out if this portfolio tracker is right for you, and whether you can trust them with your portfolio. Do you know your true trading sharesight, investment decisions, performance and tax reporting obligations?

Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance , dividend tracking and tax reporting. Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers. Start by tracking up to 10 holdings for free! Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features. Taxes may apply. All paid plans include a 7 day free trial.

Sharesight

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CapitaFI, thanks for putting this review together.

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Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance , dividend tracking and tax reporting. Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers. Start by tracking up to 10 holdings for free! Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features. Taxes may apply. All paid plans include a 7 day free trial.

Sharesight

Designed for self-directed investors, Sharesight is a comprehensive online portfolio tracking tool that automatically tracks the performance of your investments — eliminating the need for Excel spreadsheets. Unlike the data provided by most brokers, Sharesight considers the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns , giving investors the complete picture of their performance and allowing them to make better investment decisions. With the ability to track investments across different asset classes, markets, currencies and brokers, Sharesight is the ultimate solution to track all of your investments in one place. Unlike most brokers, Sharesight gives investors the true picture of their performance by providing a total annualised return that takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations. Plus, Sharesight offers a suite of advanced performance and tax reports designed for the needs of self-directed investors, including Performance , Portfolio Diversity , Contribution Analysis , Multi-Currency Valuation and Future Income upcoming dividends. And importantly, Sharesight automates portfolio tracking, meaning investors spend less time on tedious portfolio admin especially at tax time , leaving them with more time to make investment decisions. Sharesight is a portfolio tracking and reporting tool for anyone who owns investments, has a desire to understand how those investments are actually performing, or needs to produce tax reports. We have plans for individual investors, and finance companies. Sharesight automatically calculates the performance of your overall portfolio and individual stocks over any time period. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.

Olivia pelton

Start tracking your performance for free Track up to 10 holdings. Previously I have just said for people to sign up and use the free version which is great but actually, the premium plan is amazing if you have larger or more complex investment portfolios or a history that you want to track. Then I log out and leave it to accumulate dust for the next financial year! All you need to do is follow the user guide on Sharesight and it ends up being about three clicks to generate a unique email trade confirmation account which you then provide your broker with to send your contract notes to every-time you make a trade, it automatically gets replicated onto your Sharesight account. If you have any sway with them perhaps you may like to suggest it is reinstated. Notify me of followup comments via e-mail. You can generate comprehensive performance reporting, tax reports, and graphs. His Son Scott worked extensively in the project management and Information Technology industry, managing computer networks, working as an IT analyst and managing high end home automation. Superhero Review; Is this trading platform safe to use? This includes Dividends, Capital growth, and shares purchases, and Sharesight even keeps track of things like franking credits and share splits. The co-founders of Sharesight are Tony and Scott Ryburn, a clever father-son duo!

You can also track cash and over currencies, as well as unlisted investments such as fixed interest and investment properties. Tracking your portfolio used to be a hassle. Sharesight makes it easy.

You can generate tax reports using your Sharesight portfolio tracker account and ditch the Excel spreadsheet. With an intuitive interface and sleek design, Sharesight works on a variety of platforms. I used to keep track of everything in an Excel spreadsheet, but it got really clunky. The capability is clearly in their platform and it seems odd they omitted this option on the website version. Get started. If you have multiple holdings, fancy yourself as a bit of a trader, or if you just need to track multiple portfolios, track family members portfolios, or just want advanced reporting, then its probably a no-brainer to just get the premium version which after all, is a tax deductible expense! Just use your phone browser to navigate to Sharesight and log on as normal. Investor's Business Daily logo. Can you recommend any other products? This website is reader-supported, which means we may be paid by advertising on the site, or when you visit links to partner or featured sites. With Sharesight there are no more pesky Excel spreadsheets as it combines information from all of your share trading platforms. There were a number of inconsistencies and complaints with the app, and as the Sharesight web client is fully responsive and a better option to access your account than the app, it was discontinued.