Sharesight - Stock Manager

Sharesight - Stock Manager

Portfolio manager for DIY investors. Track your investments in real-time and run performance and tax reports in one click.

What is Sharesight - Stock Manager?
Sharesight - Stock Manager is a next-generation investment tracking tool designed to organize and manage your trading history and dividends. Get real-time updates on your investments, effortless set-up by connecting with your online broker and access powerful reporting tools. Use this tool for free forever to manage up to 10 holdings and upgrade anytime to unlock advanced features.
Merlin
Stats
Users: 496 ▼ -16
Rating: 3.17 (6)
Version: 1.0.2 (Last updated: 2016-05-26)
Creation date: 2016-05-26
Risk impact: Very low risk impact
Risk likelihood: Low risk likelihood
Manifest version: 2
Size: 29.12K
URLs: Website
Stats date:

Chrome-Stats Rank

Other platforms

Not available on Firefox
Not available on Edge
Want to check extension ranking and stats more quickly for other Chrome extensions? Install Chrome-Stats extension to view Chrome-Stats data as you browse the Chrome Web Store.
Chrome-Stats extension
Merlin
Summary

PERFECT PORTFOLIO MANAGEMENT Sharesight is an investment portfolio tracking and reporting system that lets you organise your trading history and dividends so you can understand exactly where you stand in terms of performance, income, and tax. It’s the perfect investment tracker for portfolios of all types: from buy & hold investors to frequent traders.

EFFORTLESS SETUP Connect to your online broker and import all of your historical trades with just a few clicks. Or import your trading history via CSV or by entering trades manually.

AUTOMATIC UPDATES Watch as dividends, corporate actions,and performance calculations are automatically applied to your overall portfolio and individual holdings.

REAL-TIME TRADES Sharesight’s advanced technology captures the trades you make by reading your contract notes, no matter.

POWERFUL REPORTING View portfolio returns over various time periods with easy-to-read performance charts & graphs, and run automated tax reports that you can hand over your accountant at tax-time.

See more
User reviews
I opened an account as an alternative to Google Finance Sharesight does not track cash within a brokerage account, so one cannot get a true picture of the value of the account Sharesight did not support two mutual funds that I hold: VFITX MWTSX These are two fairly popular bond funds I opened the account and I closed the account within approximately 45 minutes Sorry, folks -- your service may be adequate for some but not for me
by Robert Merrell Robert Merrell, 2017-10-21

Sharesight knowingly restrict high net worth investors and frequent traders from using their site. I've got about $6m of shares that are the result of a modest sum invested fourteen years ago, that has achieved a high rate of compounding. In that time, I've made thousands of trades. I've always hated using Sharesight because it is unbelievably slow and crash-prone, but unfortunately, I presently need to use it to prepare my tax return. When I complained to Sharesight via CMC (my broker) about the awful performance of their site, I was told the following: "The maximum amount of trades held in any portfolio at any time is 3000 trades. With an extensive amount of trades (2000 +) a client will not be able to run consolidated views....It's the performance calculation algorithms that are the main issue (not the amount of data). If we calculate reports on portfolios with too many trades the page load will become very slow and start to time out. Some of the charts will also stop loading." Which is a fancy way of saying: "We are aware of this problem but it's not worth our while to fix it, so we'll pretend that it's the customer's fault for trading too much."
by Sean Singh Sean Singh, 2017-03-29

Duped me into trying it then wanted 20 dollars per month to track more than 10 stocks. Give me something robust enough so that I can see if it is useful. Sucker app.
by Phil Morrison Phil Morrison, 2016-12-22
View all user reviews
Safety
Risk impact

Sharesight - Stock Manager is safe to use. It does not request any sensitive permissions.

Risk likelihood

Sharesight - Stock Manager has earned a fairly good reputation and likely can be trusted.

Upgrade to see risk analysis details
Promo video
Screenshots
Promo images
Sharesight - Stock Manager small promo image
Small promo image