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?
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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.
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.