Sharesight : Investment Portfolio Tracker with Performance Insights

Sharesight is a comprehensive portfolio management software designed for investors and financial advisors. It offers powerful performance tracking, tax reporting tools, and global market support. Ideal for users seeking deep insights into their investments and tax optimisation.

What are the main features of Sharesight?

Performance Tracking and Analysis

Understanding the true performance of your portfolio is crucial. Sharesight excels by providing detailed analytics that goes beyond mere numbers.

• Track the growth and changes in your portfolio with comprehensive graphs and metrics.
• Benchmark your performance against industry standards and indices.
• Capture dividends, brokerage fees, and foreign exchange rates automatically.

Comprehensive Tax Reporting

Efficiently managing tax obligations is essential for investors. Sharesight simplifies this process with robust tax reporting features.

• Generate personalised tax reports tailored to your country’s requirements.
• Access to capital gains tax reports to understand your fiscal responsibilities.
• Integrations with popular accounting software for seamless data transfer.

Global Market Support

Investors who diversify internationally need comprehensive tools to manage their portfolios. Sharesight supports investments in over 40 global exchanges.

• Track investments in multiple currencies and convert effortlessly.
• Analyse performance across diverse markets to maximise returns.
• Receive updates and insights on global market trends directly within the platform.