Share sight

Powerful portfolio tracking software that lets you check your investments in one place with award-winning performancedividend tracking and tax reporting. Sharesight share sight with hundreds of brokers and finance apps, share sight, including Robinhood, Charles Schwab and Interactive Brokers. Start by tracking up to 10 holdings for free! Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features.

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. Track price and dividend information on over , stocks, ETFs and funds listed on over 40 global exchanges. Set the end of your tax year to match the US financial year to help facilitate your tax reporting.

Share sight

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Start tracking your performance for free Track up to 10 holdings.

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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. Know your real performance Compare performance across all of your brokers and assets with detailed reporting, charts, price and currency updates. See your performance.

Share sight

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. Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments over any time period, broken-up by local US and foreign income. Sign up and add your holdings — either by connecting to your broker, uploading a spreadsheet, or manually entering your trading history or opening balance. 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.

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Taxes may apply. Then upgrade to a premium plan at any time to track additional holdings or portfolios, and unlock advanced features. Trusted by investors just like you 60 Stock exchanges supported. Set the end of your tax year to match the US financial year to help facilitate your tax reporting. Graph your performance, benchmark your portfolio against market indexes, see your asset allocation, and visualise your portfolio diversity by market, sector, country, and more. Award-winning portfolio tracking. Tax residency Set your portfolio currency to USD and automatically track foreign exchange impacts on any non-US stocks. Start tracking your performance for free Track up to 10 holdings. Investopedia Logo. Swap your spreadsheet for Sharesight Tracking your portfolio used to be a hassle. US tax year Set the end of your tax year to match the US financial year to help facilitate your tax reporting. Taxes may apply. Sharesight includes everything you need to manage your investment portfolio, and can be tailored to suit your needs. Graphic illustration of a bar graph with a circle and triangle.

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.

Tax residency Set your portfolio currency to USD and automatically track foreign exchange impacts on any non-US stocks. All your dividends, in one place Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments over any time period, broken-up by local US and foreign income. Sign up for free without any commitment. You can also track cash and over currencies, as well as unlisted investments such as fixed interest and investment properties. Drive financial decisions knowing your end-of-day dynamic wealth position. US tax year Set the end of your tax year to match the US financial year to help facilitate your tax reporting. Start by tracking up to 10 holdings for free! Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments over any time period, broken-up by local US and foreign income. Taxes may apply. Get started.