Share sight

Powerful portfolio tracking software that lets you check your investments in one place with award-winning performancedividend tracking and tax reporting. Sharesight integrates with hundreds of brokers and finance apps, share sight, including Robinhood, Charles Schwab and Interactive Brokers.

You can also track cash and over currencies, as well as unlisted investments such as fixed interest and investment properties. Tracking your portfolio used to be a hassle. Sharesight makes it easy. Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs. Investors just like you use Sharesight to get all the info they need to file taxes with the IRS.

Share sight

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Sharesight makes it easy. Sign up and add your holdings — either by connecting to your broker, uploading a spreadsheet, or manually entering your trading history or opening balance, share sight.

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You can also track cash and over currencies, as well as unlisted investments such as fixed interest and investment properties. Tracking your portfolio used to be a hassle. Sharesight makes it easy. Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs. Investors in over countries use Sharesight to effortlessly aggregate all the info they need to file their tax returns. Set your portfolio base currency and automatically track currency impacts for any foreign stocks. Track price and dividend information on over , stocks, ETFs and funds listed on over 40 global exchanges.

Share sight

Add cash accounts and property to get the full picture of your portfolio — all in one place. Get deeper insights into your portfolio by exploring your asset allocation and diversification with the Diversity Report. Our security standards follow best practice. We are regularly independently audited, encrypt everything sent between you and our servers and offer 2-factor authentication. Sign up for free. Graph with a pie chart.

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All paid plans include a 7 day free trial. Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance , dividend tracking and tax reporting. Graphic illustration of a bar graph with a circle and triangle. Taxes may apply. Sign up for free. Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs. Sit back and watch as corporate action data such as dividends and stock splits are automatically incorporated — going back up to 20 years, and ongoing. Tracking your portfolio used to be a hassle. All paid plans include a 7 day free trial. Drive financial decisions knowing your end-of-day dynamic wealth position. Tax residency Set your portfolio currency to USD and automatically track foreign exchange impacts on any non-US stocks.

Designed for self-directed investors, Sharesight is a comprehensive online portfolio tracking tool that automatically tracks the performance of your investments — eliminating the need for Excel spreadsheets. Unlike the data provided by most brokers, Sharesight considers the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns , giving investors the complete picture of their performance and allowing them to make better investment decisions.

See the true performance of all your holdings — no matter where they live. Investopedia Logo. Get started. View our partners. Track private equity, alternatives, real estate and more — all in a single place. Tracking your portfolio used to be a hassle. All paid plans include a 7 day free trial. Start tracking your performance for free Track up to 10 holdings. Swap your spreadsheet for Sharesight Tracking your portfolio used to be a hassle. Taxes may apply.