Sharesight

Complete Sharesight review from a long-term investor and Sharesight sharesight.

Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance , dividend tracking and tax reporting. Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers. Start by tracking up to 10 holdings for free! Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features. Taxes may apply.

Sharesight

.

They have detailed user guides and its very intuitive from a web design point of view, sharesight, sharesight. There are increasingly clever ways to import data — for example, the functionality exists using API integration for many online stock brokers to sharesight import your live purchase data from your brokerage account without the need to ever manually input the sharesight.

.

Jessie Moore has been writing professionally for nearly two decades; for the past seven years, she's focused on writing, ghostwriting, and editing in the finance space. Investing using multiple brokerage accounts is more common than ever. Brokers are usually purpose-made to fill a niche — whether it is investing in stocks, trading crypto, or selling options contracts. This is exactly the problem that Sharesight aims to tackle. Plus, it helps you handle sometimes-confusing tax obligations and can be integrated with various popular brokerages. Is Sharesight right for you? The Bottom Line: Yes, Sharesight is legit and is an exceptional portfolio tracker, especially for international investors.

Sharesight

Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance , dividend tracking and tax reporting. Sharesight integrates with hundreds of brokers and finance apps, including Sharesies, Hatch and Jarden Direct. Start by tracking up to 10 holdings for free! Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.

Rain 4shared

It is also a convenient way to check on the performance of my portfolio for my Networth updates. Sharesight is easy to use. This makes it a perfect, free solution for index fund ETF investors. Single Parenting Payment; Everything you need to know. More about Captain FI. This allows you to integrate details of super contributions, share purchases, sales, or dividends with the functionality available in your account at Xero — allowing for easy reconciliation against transactions made. Do you use Excel or which accounting software did you buy? I use the computer version a few times a year — confirming dividends and doing my tax, and log into the mobile version every now and then to see how the portfolio is going. Can you recommend any other products? You can only access your account and personal data with secure password authentication, or via the Google Identity service. The capability is clearly in their platform and it seems odd they omitted this option on the website version. Sharesight supports all major share trading platforms. Financial Observer Logo.

Complete Sharesight review from a long-term investor and Sharesight customer. Find out if this portfolio tracker is right for you, and whether you can trust them with your portfolio. Do you know your true trading history, investment decisions, performance and tax reporting obligations?

I was very concerned and still am. Sharesight considers capital growth, dividends, Dividend reinvestment , stock splits , and can also be used to track real estate and cryptocurrencies. CapitaFI, thanks for putting this review together. August 21, CaptainFI 0. Meanwhile I still need a product to record tax info for Australia and NZ. If you have under 10 shares then Sharesight will calculate your overall return over tax year or specific time periods with one subscription. Rest assured, after you have checked the rest you will likely end up choosing Sharesight. It has full functionality. The Sharesight community forum is also packed with great suggestions about how to get the most out of your account. Xero is one of the most popular accounting tools, and you can actually synchronise your Sharesight and Xero accounts which creates a seamless solution between investment portfolio management and accounting. Find out if this portfolio tracker is right for you, and whether you can trust them with your portfolio Do you know your true trading history, investment decisions, performance and tax reporting obligations? Sharesight Mobile web reader.