Sharesight
Track your investment portfolio with automated price updates, dividend tracking, performance analytics, and tax reporting.
À propos de Sharesight
Sharesight is an online portfolio tracker that automates price updates, dividend tracking, performance analysis, and tax reporting for stocks, ETFs, mutual funds, and cryptocurrencies. Trusted by over 500,000 investors worldwide.
Fonctionnalités clés
Multi-Asset Portfolio Tracking
Track stocks, ETFs, mutual funds, and cryptocurrencies in a single dashboard for a complete view of your investments.
Automated Dividend Tracking
Save time with automatic dividend and distribution tracking, ensuring accurate performance calculations.
Tax Reporting Tools
Generate detailed tax reports to simplify tax preparation and ensure compliance with regulations.
Performance Benchmarking
Compare your portfolio's performance against market indices to gauge your investment success.
Broker & App Integrations
Seamlessly connect with popular brokers and financial tools for effortless data import and export.
Intuitive User Interface
Navigate your investments easily with a user-friendly platform designed for both beginners and experienced investors.
Tarifs
Page de tarifs complèteFree
For getting started with the basics
- 1 Portfolio
- 10 Holdings
- 1 Custom group
- Basic support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
Starter
For simple reporting and portfolio management
- 1 Portfolio
- 30 Holdings
- 3 Custom groups
- Standard support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
- File attachments
- Diversity and Exposure reports
Starter
For simple reporting and portfolio management
- 1 Portfolio
- 30 Holdings
- 3 Custom groups
- Standard support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
- File attachments
- Diversity and Exposure reports
Standard
For advanced insights across multiple portfolios
- 4 Portfolios
- Unlimited Holdings
- 5 Custom groups
- Standard support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
- File attachments
- Diversity and Exposure reports
- Future Income
- Contribution Analysis
- Multi-Currency Valuation
- Labels & report filtering
- Xero integration
Standard
For advanced insights across multiple portfolios
- 4 Portfolios
- Unlimited Holdings
- 5 Custom groups
- Standard support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
- File attachments
- Diversity and Exposure reports
- Future Income
- Contribution Analysis
- Multi-Currency Valuation
- Labels & report filtering
- Xero integration
Premium
For professional-grade reporting and support
- 10 Portfolios
- Unlimited Holdings
- 10 Custom groups
- Priority support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
- File attachments
- Diversity and Exposure reports
- Future Income
- Contribution Analysis
- Multi-Currency Valuation
- Drawdown Risk
- Multi-Period
- Labels & report filtering
- Xero integration
Premium
For professional-grade reporting and support
- 10 Portfolios
- Unlimited Holdings
- 10 Custom groups
- Priority support
- Supported markets
- Automatic dividends & adjustments
- Price & portfolio email alerts
- Trade confirmation email imports
- Record unlisted investments
- Portfolio sharing
- File attachments
- Diversity and Exposure reports
- Future Income
- Contribution Analysis
- Multi-Currency Valuation
- Drawdown Risk
- Multi-Period
- Labels & report filtering
- Xero integration
FAQ
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