Sharesight
4.7
Description
Sharesight is a powerful online portfolio tracker designed for investors and financial professionals. It simplifies investment management by automatically tracking stocks, ETFs, mutual funds, and more. Sharesight seamlessly integrates with bro...
Videos (1)
Use Cases
Key Features
- Portfolio Reporting
- Data Import/Export
- Cryptocurrency Tracking
- Historical Reporting
- Alerts/Notifications
- Benchmarking
Made For
Industries
- Financial Services
- Investment Management
- Wealth Management
- Accounting
- Personal Finance
Customer Segments
- Small Businesses
- Mid-size Businesses
Supported Platforms
- Web
- Mobile
Pros
- Automated data import and tracking saves significant time and reduces errors.
- Comprehensive performance reporting provides valuable insights for investment decisions.
- Streamlined tax reporting simplifies a complex process and minimizes potential errors.
Cons
- Potential learning curve for users unfamiliar with portfolio tracking software.
- Reliance on broker integrations; limited functionality if a broker is not supported.
LinkedIn
51-200 employees
@Sharesight
10K-50K followers
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Current average rating is based on research conducted at Exafol