/
Sharesight
FinanceInvestment Portfolio Management
Overview
Sharesight is a comprehensive portfolio tracking software that consolidates your investments, offers dividend tracking, performance analysis, and tax reporting, suitable for individual investors and financial professionals.
Who It's For
Individual investors and financial professionals managing multiple investments
Key Features
Performance tracking and analysisDividend tracking and reportingSupports hundreds of brokers and assets
Social Proof
“Over 500,000 investors trust Sharesight”
Pricing
FreemiumStarting at $0
How Sharesight Compares
Sharesight uses freemium pricing starting at $0. Among 1083 Finance tools, 9% use the same pricing structure. Its feature set centers on performance tracking and analysis, dividend tracking and reporting, supports hundreds of brokers and assets, built for Individual investors and financial professionals managing multiple investments. It sits in the top 40% of 1083 tools by information completeness. Sharesight is a comprehensive portfolio tracking software that consolidates your investments, offers dividend tracking, performance analysis, and tax reporting, suitable for individual investors and financial professionals.
Compare with Similar Tools
Finance spans 1083 tools across 813 specializations on SaaS Choice. Sharesight sits within the Investment Portfolio Management segment, which contains 3 tools.
Leave a Review for Sharesight
Share your experience to help others make better software choices.
Similar Investment Portfolio Management Tools
Other finance tools you might want to compare.
Intelinvest
Free Trial5.0
A comprehensive financial management platform that consolidates investments, personal, and business finances, offering tools for portfolio analysis, asset tracking, and automated account synchronization.
Integration with brokersComprehensive asset trackingPortfolio analytics and optimization
Delta
Free Trial5.0
Delta by eToro is an investment tracking app that consolidates your stocks, crypto, commodities, and more, providing real-time analytics and personalized insights to help you make smarter investment decisions.
Real-time portfolio trackingConnects multiple accounts seamlesslyPersonalized market alerts
TSI Solutions
Quote-Based5.0
TSI offers technology-enabled, AI-driven revenue recovery, healthcare revenue cycle management, loan servicing, and business process outsourcing solutions for diverse industries.
AI-powered collection strategiesProprietary analytics platformOmnichannel digital outreach
Powder
Quote-Based5.0
Powder offers AI-powered document analysis and data extraction tools tailored for financial services, enabling rapid proposal building and external asset aggregation.
99%+ accurate document AIRapid data extraction from filesBuild proposals automatically
Holistiplan
Free Trial5.0
Holistiplan is an award-winning platform that simplifies tax, estate, and insurance planning for financial professionals, helping them deliver comprehensive, efficient advice to clients.
Tax Reports & Scenario AnalysisInsurance Policy AssessmentEstate Planning Tools Coming Soon
Skyline Payments
Quote-Based5.0
Skyline Payments offers a platform that simplifies accounts receivable and payable processes, enabling faster payments and automation within existing accounting tools.
Automated invoicing and reconciliationCustomer self-service portalAutomated reminders and late fees
Frequently Asked Questions
What does Sharesight do?+
Sharesight is a comprehensive portfolio tracking software that consolidates your investments, offers dividend tracking, performance analysis, and tax reporting, suitable for individual investors and financial professionals.
How much does Sharesight cost?+
Sharesight uses a freemium model, starting at $0. Visit their website for the most current pricing and plan details.
What are alternatives to Sharesight?+
Popular alternatives to Sharesight in the Investment Portfolio Management space include Intelinvest, Delta, TSI Solutions, Powder. Each tool takes a different approach, so the best choice depends on your specific requirements and budget.