Sharesight is a robust stock portfolio management software designed to help investors track their investments, monitor performance, and manage tax reporting for stocks, ETFs, and other securities. This platform is especially useful for individuals, financial advisors, and investment managers who need a comprehensive view of their portfolio's performance over time. Sharesight automatically imports trades from various brokerage accounts, making it easy for users to see a consolidated view of their holdings. The software provides real-time performance tracking, allowing investors to evaluate their returns, analyze gains and losses, and view performance in both absolute and relative terms. Sharesight also includes tax-reporting features that simplify the process of generating tax reports, including capital gains tax reports, dividend reports, and currency gains. Users can also set up alerts for price movements and other market events to stay informed of potential opportunities or risks. Whether you're a casual investor or a professional portfolio manager, Sharesight offers the tools needed to manage your investments effectively and ensure accurate reporting.
Sharesight
Australia
Email
Accounting
