Product Overview & Demo
Main Demo Video
What is Sharesight?
Sharesight enables you to track your investment portfolio with ease by integrating with hundreds of brokers and finance apps like Robinhood and Charles Schwab. It offers award-winning performance tracking, dividend monitoring, and detailed tax reporting, making it ideal for investors who want a comprehensive view of their holdings.
With Sharesight, you can start for free, tracking up to 10 holdings, and upgrade to premium plans to access advanced features such as multiple portfolios, unlimited holdings, and professional-grade reporting. Its user-friendly platform helps you stay informed about your investment performance and taxes, simplifying the management of your portfolio.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Integrations
:
Pricing Plans
Pros & Cons
Pros
Cons
Who Should Use Sharesight?
Best for Company Sizes
Popular Industries
Our Verdict
Sharesight Alternatives
Comparing options? Here are some popular alternatives to Sharesight:
C
Caerus Investment Partners
Investment Management Software
Starting at
Custom Pricing
B
Backstop Solutions Group
Investment Management Software
Starting at
Custom Pricing
A
Astella Investimentos
Investment Management Software
Starting at
Custom Pricing
C
Columbia Lake Partners
Investment Management Software
Starting at
Custom Pricing
C
Capital IP Investment Partners LLC
Investment Management Software
Starting at
Custom Pricing