Sharesight is a share portfolio tracker that helps investors track their investments and make informed decisions. It provides users with a comprehensive overview of their portfolio, including the performance of individual stocks, dividends, and capital gains.
Sharesight is a valuable tool for investors of all levels, from beginners to experienced traders. It can help investors save time and money by automating many of the tasks associated with tracking a portfolio. Sharesight also provides users with access to a wealth of resources, including research reports, news articles, and webinars.
Sharesight was founded in 2007 and is headquartered in Sydney, Australia. The company has over 1 million users in over 100 countries. Sharesight is a privately held company and is backed by a number of venture capital firms.
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Sharesight App
Sharesight is a share portfolio tracker that helps investors track their investments and make informed decisions. It provides users with a comprehensive overview of their portfolio, including the performance of individual stocks, dividends, and capital gains.
- Tracking investments
- Performance analysis
- Tax reporting
- Research and insights
- Community support
- Automated features
Sharesight is a valuable tool for investors of all levels, from beginners to experienced traders. It can help investors save time and money by automating many of the tasks associated with tracking a portfolio. Sharesight also provides users with access to a wealth of resources, including research reports, news articles, and webinars.
1. Tracking investments
Tracking investments is essential for any investor who wants to make informed decisions about their portfolio. By tracking investments, investors can:
- Monitor the performance of their investments
- Identify opportunities to buy or sell
- Make tax-efficient decisions
Sharesight is a powerful tool that can help investors track their investments. Sharesight provides users with a comprehensive overview of their portfolio, including the performance of individual stocks, dividends, and capital gains. Sharesight also allows users to track their investments across multiple accounts and brokers.
For example, an investor who is tracking their investments in Sharesight can see how their portfolio has performed over time. The investor can also see which stocks are performing well and which stocks are underperforming. This information can help the investor make informed decisions about which stocks to buy or sell.
2. Performance analysis
Performance analysis is a critical component of Sharesight. It allows investors to track the performance of their investments over time and identify trends. This information can be used to make informed decisions about which stocks to buy or sell. Sharesight provides users with a variety of tools to help them analyze the performance of their investments, including:
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- Charts and graphs that show the performance of individual stocks, sectors, and the overall market.
- Performance reports that provide detailed information about the performance of an investor's portfolio, including returns, dividends, and capital gains.
- Comparison tools that allow investors to compare the performance of their portfolio to benchmarks, such as the S&P 500.
By using Sharesight's performance analysis tools, investors can gain a better understanding of how their investments are performing and make informed decisions about their portfolio.
For example, an investor who is using Sharesight to track their investments can see how their portfolio has performed over time. The investor can also see which stocks are performing well and which stocks are underperforming. This information can help the investor make informed decisions about which stocks to buy or sell.
Performance analysis is an essential tool for any investor who wants to make informed decisions about their portfolio. By using Sharesight's performance analysis tools, investors can gain a better understanding of how their investments are performing and make informed decisions about their portfolio.
3. Tax reporting
Tax reporting is an important part of investing. Investors need to be aware of the tax implications of their investments so that they can make informed decisions. Sharesight can help investors with tax reporting by providing them with the information they need to complete their tax returns.
- Capital gains and losses
Sharesight can help investors track their capital gains and losses. This information is important for tax reporting purposes, as investors need to report their capital gains and losses on their tax returns.
- Dividends
Sharesight can help investors track their dividends. This information is important for tax reporting purposes, as investors need to report their dividends on their tax returns.
- Foreign income and taxes
Sharesight can help investors track their foreign income and taxes. This information is important for tax reporting purposes, as investors need to report their foreign income and taxes on their tax returns.
- Tax reports
Sharesight can help investors generate tax reports. These reports can be used to help investors complete their tax returns.
By using Sharesight, investors can save time and money on tax reporting. Sharesight can help investors make sure that they are reporting their investments correctly and that they are paying the correct amount of taxes.
4. Research and insights
Research and insights are essential for making informed investment decisions. Sharesight provides users with access to a wealth of research and insights, including:
- Research reports from leading analysts
- News articles from reputable sources
- Webinars with industry experts
This information can help investors make informed decisions about which stocks to buy or sell. For example, an investor who is considering buying a stock may read a research report from a leading analyst to get an expert opinion on the stock's potential.
Sharesight also provides users with access to a community of investors. This community can be a valuable source of information and insights. Investors can connect with other investors, ask questions, and share ideas.
By providing users with access to research and insights, Sharesight helps investors make informed investment decisions. This can help investors save time and money, and achieve their financial goals.
5. Community support
Sharesight has a strong community of users who support each other and share insights. This community is a valuable resource for investors, as it can provide them with:
- Answers to questions
If an investor has a question about Sharesight, they can post it in the community forum and get help from other users.
- Investment ideas
The community forum is also a great place to get investment ideas. Users can share their own investment strategies and discuss which stocks they are buying and selling.
- General support
The Sharesight community is a great place to connect with other investors and get support. Users can share their experiences and learn from each other.
The Sharesight community is a valuable resource for investors of all levels. It can help investors save time and money, and achieve their financial goals.
6. Automated features
Sharesight offers a range of automated features that can save investors time and money. These features include:
- Automatic data import: Sharesight can automatically import data from a variety of sources, including brokers, banks, and other financial institutions. This eliminates the need for investors to manually enter data, which can save time and reduce errors.
- Automatic dividend tracking: Sharesight can automatically track dividends, including the amount of the dividend, the date the dividend was paid, and the tax status of the dividend. This information can be used to generate tax reports and to track the performance of an investor's portfolio.
- Automatic capital gains tracking: Sharesight can automatically track capital gains and losses, including the date the gain or loss was realized and the tax status of the gain or loss. This information can be used to generate tax reports and to track the performance of an investor's portfolio.
- Automatic performance reporting: Sharesight can automatically generate performance reports, including charts and graphs, that show the performance of an investor's portfolio over time. This information can be used to track the progress of an investment strategy and to make informed decisions about future investments.
Sharesight's automated features are a valuable tool for investors of all levels. These features can save investors time and money, and they can help investors make informed investment decisions.
For example, an investor who uses Sharesight's automatic data import feature can save hours of time each year that would otherwise be spent manually entering data. This time can be used to research investments, track the performance of a portfolio, or simply relax.
Sharesight's automated features are an essential part of the platform. These features make Sharesight a valuable tool for investors of all levels.
Frequently Asked Questions
This section provides answers to frequently asked questions about Sharesight to help you understand its features, benefits, and how it can assist you in managing your investment portfolio.
Question 1: What is Sharesight and what does it offer?
Answer: Sharesight is a comprehensive share portfolio tracker designed to help investors track their investments, analyze performance, and make informed decisions. It provides a centralized platform for managing investment data, including stock prices, dividends, and capital gains, across multiple accounts and brokers.
Question 2: What are the key benefits of using Sharesight?
Answer: Sharesight offers several key benefits, including automated data import, dividend and capital gains tracking, customizable performance reports, tax reporting assistance, and access to a community of investors for support and insights.
Question 3: How does Sharesight help with tax reporting?
Answer: Sharesight assists with tax reporting by providing detailed records of capital gains and losses, dividend income, and foreign income and taxes. This simplifies the process of preparing tax returns and ensures accuracy in reporting investment-related income and expenses.
Question 4: What type of support does Sharesight provide to its users?
Answer: Sharesight offers comprehensive support to its users through various channels, including detailed documentation, video tutorials, webinars, and a dedicated support team. The company also maintains an active community forum where users can connect with each other, share knowledge, and seek assistance.
Question 5: How does Sharesight ensure the security of user data?
Answer: Sharesight takes data security very seriously and employs robust measures to protect user information. Data is encrypted in transit and at rest, and access to sensitive information is restricted to authorized personnel only. Regular security audits and compliance with industry standards are also conducted to maintain the integrity and confidentiality of user data.
Question 6: Is Sharesight suitable for both experienced and beginner investors?
Answer: Sharesight is designed to cater to the needs of investors of all levels. Its intuitive interface and comprehensive features make it accessible to beginners, while its advanced tools and customization options provide the depth and flexibility required by experienced investors.
Sharesight is committed to providing investors with the tools and support they need to make informed investment decisions and achieve their financial goals.
If you have any further questions, please refer to Sharesight's extensive knowledge base or contact their support team for assistance.
Sharesight Tips
Unlock the full potential of Sharesight, a comprehensive share portfolio tracker, with these valuable tips:
Tip 1: Maximize Automation
Utilize Sharesight's automatic data import and dividend tracking features to save time and eliminate manual data entry errors. Simply connect your brokerage accounts and let Sharesight do the heavy lifting.
Tip 2: Track Performance Metrics
Monitor your portfolio's performance meticulously using Sharesight's customizable charts and reports. Analyze returns, dividends, and capital gains to identify areas for improvement and make informed decisions.
Tip 3: Leverage Tax Reporting Tools
Simplify tax preparation with Sharesight's comprehensive tax reporting features. Generate detailed capital gains and dividend reports compliant with various tax jurisdictions, ensuring accuracy and efficiency.
Tip 4: Connect with the Community
Join Sharesight's vibrant investor community to connect with like-minded individuals. Share insights, ask questions, and learn from the experiences of fellow investors to enhance your investment strategies.
Tip 5: Utilize Research and Educational Resources
Stay informed with Sharesight's extensive library of research reports, articles, and webinars. Access expert insights and expand your investment knowledge to make well-rounded decisions.
Tip 6: Customize Your Portfolio
Tailor Sharesight to your specific needs by customizing watchlists, setting price alerts, and creating personalized reports. Stay organized and focused on the investments that matter most to you.
Tip 7: Explore Advanced Features
Unlock Sharesight's full potential by delving into its advanced features, such as scenario modeling, portfolio optimization, and risk analysis. Make strategic investment decisions based on data-driven insights.
Tip 8: Seek Support When Needed
Access timely assistance from Sharesight's dedicated support team. Whether you have technical queries or need guidance on specific features, don't hesitate to reach out for personalized assistance.
Incorporating these tips into your Sharesight experience will help you streamline your investment management, make informed decisions, and achieve your financial goals.
Unlock the power of Sharesight today and elevate your investment journey.
Conclusion
Sharesight is a comprehensive share portfolio tracker that provides investors with a wealth of features to help them track their investments, analyze performance, and make informed decisions. It is an essential tool for any investor who wants to take control of their financial future.
Sharesight's key features include:
- Automatic data import from brokers and banks
- Dividend and capital gains tracking
- Customizable performance reports
- Tax reporting assistance
- Access to a community of investors
Sharesight is a valuable tool for investors of all levels. It is easy to use and can save investors time and money. Sharesight is also committed to providing excellent customer support.
If you are looking for a share portfolio tracker, Sharesight is the best choice.
