Software
We've compiled a list of 16 free and paid alternatives to Sharesight. The primary competitors include AlphaSense, Mosaic. In addition to these, users also draw comparisons between Sharesight and YCharts, Plaid, Nitrogen. Also you can look at other similar options here: About.
We've compiled a list of 16 free and paid alternatives to Sharesight. The primary competitors include AlphaSense, Mosaic. In addition to these, users also draw comparisons between Sharesight and YCharts, Plaid, Nitrogen. Also you can look at other similar options here: About.
AlphaSense, an advanced market research platform, leverages artificial intelligence for rapid data analysis. Seamlessly extracting insights from diverse sources like financial reports and news, it empowers users with intelligent search results.
Mosaic is a strategic finance platform that enables agile planning, real-time reporting, and deeper analysis. It consolidates data from multiple systems to provide a single source of truth, allowing companies to manage financial risks, analyze data,…
A financial analytics platform empowering advisors and asset managers to craft strategies, analyze market trends, and assess risks. Features include interactive dashboards, custom reports, and visual analytics.
A financial data connectivity platform that links applications to users' bank accounts for authentication, real-time balance checks, identity and income verification, and asset validation.
Nitrogen is an all-in-one client engagement software platform for financial advisors and wealth management firms. It streamlines client outreach, risk management, investment research, and financial planning with features like firm-wide risk monitori…
A cloud-based equity management platform for investors, law firms, and companies, streamlining valuations and equity plans. It simplifies stock plan administration and tracks equity for employees and stakeholders.
Agicap is a cash flow management solution that offers secure and reliable banking or ERP connectivity, accurate short-term cash management, flexible liquidity forecasting, company-wide spendings centralization, and efficient automated cash collectio…
A cloud-based investment management tool enabling businesses to generate hypothetical illustrations, analyze investment performance, and optimize client communications efficiently.
Modern investor relations software designed for proactive IR teams. Identify, engage, and connect with the investors, streamlining relationship-building to drive business growth.
Sharesight is an investment portfolio tracker that automates performance reporting, dividend tracking, and tax calculations. It supports global markets and integrates with brokers. Ideal for investors seeking clear insights and efficient management of their portfolios.
Sharesight is an investment portfolio tracker that automates performance reporting, dividend tracking, and tax calculations. It supports global markets and integrates with brokers. Ideal for investors seeking clear insights and efficient management of their portfolios.
iPhone
Mac
iPad
Windows
Linux
Android
Web-Based
Sharesight is a comprehensive portfolio tracking platform designed to assist investors in managing and analyzing their investment portfolios efficiently. It supports a wide range of assets, including stocks, ETFs, mutual funds, cryptocurrencies, bonds, real estate, and cash holdings. The platform offers automated tracking of dividends, corporate actions, and price movements, providing users with real-time insights into their portfolio's performance. Sharesight's integration with over 200 global brokers and financial applications ensures seamless synchronization of investment data, eliminating the need for manual data entry and reducing the risk of errors.
One of the standout features of Sharesight is its robust reporting capabilities. The platform generates detailed performance reports, tax reports, and capital gains calculations tailored to various jurisdictions, aiding investors in tax planning and compliance. Additionally, Sharesight offers tools for portfolio diversification analysis, allowing users to assess their exposure across different asset classes, sectors, and geographies. The platform's user-friendly interface and mobile accessibility enable investors to monitor their portfolios anytime, anywhere. With its comprehensive features and integrations, Sharesight stands out as a valuable tool for both individual investors and financial professionals seeking to optimize their investment strategies.
Watch List
Stock Tracking
Side-by-Side Comparison
Portfolio Reporting
Portfolio Accounting
Investments Tracking
Investment Management
For Traders
For Investors & Traders
For Investment Advisors
Data Import/Export
Cryptocurrency Tracking
Categorization/Grouping
Bonds/Stocks
Benchmarking
Performance Management
Portfolio Management
Historical Reporting
Stock Management
Performance Metrics
Multi-Currency
Monitoring
Financial Analysis
Reporting & Statistics
Mobile Access
Financial Management
Client Management
Alerts/Notifications
Tax Management
Client Portal
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