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.
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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.
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
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."
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.
Robert Merrell, 2017-10-21
Sean Singh, 2017-03-29
Phil Morrison, 2016-12-22