Sharesight
0 ulasan
0 ulasan
Sharesight is a portfolio tracking and performance analytics platform designed for long-term investors who want accurate return calculations and income tracking. Developed by a New Zealand–based fintech company, Sharesight places strong emphasis on dividends, total return, and tax-aware reporting.
The platform supports automatic broker imports in many regions and provides detailed reports covering capital gains, dividend income, and asset allocation. Sharesight is especially popular among dividend-focused investors and those managing multiple portfolios over long time horizons.
While a free plan is available, most advanced analytics and reporting features require a paid subscription. Sharesight prioritizes accuracy and depth over real-time trading tools or modern app-first design.
The platform supports automatic broker imports in many regions and provides detailed reports covering capital gains, dividend income, and asset allocation. Sharesight is especially popular among dividend-focused investors and those managing multiple portfolios over long time horizons.
While a free plan is available, most advanced analytics and reporting features require a paid subscription. Sharesight prioritizes accuracy and depth over real-time trading tools or modern app-first design.
Top Rated Alternatives
See all Alternatives
Short About
Sharesight is a portfolio analytics platform focused on long-term and dividend investors, offering accurate performance, income, and tax reporting with broker integrations in many regions.
Tahun Didirikan
2007
Summary
Sharesight is a powerful portfolio tracker focused on performance analytics, dividend tracking, and tax reporting. It automatically syncs data from multiple brokers and provides highly detailed reports, making it especially valuable for investors managing global portfolios. The platform is best suited for users who need accurate performance calculations and tax-ready reports rather than a simple tracking tool.
Type
Portfolio Analytics
Primary Focus
Dividend and performance analysis
Best Use Case
Dividend tracking & tax reporting
Not Recommended For
Users looking for a simple free tracker
Target Audience
Intermediate, Beginners, Advanced
Investor Level
Advanced, Intermediate
Supported Assets
Mutual Funds, ETFs, Cash, Stocks, Crypto
Data Import Methods
Multiple Brokers, CSV Import, Manual Entry, Auto-Sync, Broker Sync
Portfolio Tracking Features
Unrealized P&L, Portfolio Performance, Realized P&L, Net Worth
Dividend Features
Dividend Forecast, Dividend Tracking
Portfolio Analysis Tools
Sector Breakdown, Benchmark Comparison, Asset Allocation, Country Breakdown
Reports & Visualization
Custom Dashboards, Charts, Tax Reports
Platform Availability
Web, Mobile App (Android), Mobile App (iOS)
Alerts & Notifications
Portfolio Alerts, Notifications, Price Alerts
Alat lanjutan
News & Fundamentals, Rebalancing
Community Features
Community
Pricing
Free Plan (limits), Paid Plan, Monthly Price, Yearly Price
Who Should Pay
Active investors, Professionals
Interface & UX
4
Situs Web
Sharesight User Reviews
