Sharesight is an award-winning online portfolio tracker designed specifically for investors to track the true performance of their stock and fund investments, developed in Australia. It automatically records trades, calculates capital gains, dividends, and currency fluctuations, providing comprehensive performance reports. This tool is built for active investors and self-managed super fund trustees who need accurate, detailed reporting for their investment portfolios and tax obligations. Users integrate Sharesight by linking their brokerage accounts or importing trade data, then regularly monitoring their portfolio's real-time performance and preparing tax reports. It integrates with over 200 brokers and platforms globally, supporting stocks, ETFs, mutual funds, and more.
Why It’s Useful
Sharesight offers a level of investment performance tracking and tax reporting far superior to what's available through most brokerage accounts or generic finance apps. For the active stock investor, it accurately calculates total return, including dividends and currency effects, providing a true picture of investment performance. For the DIY investor managing their own taxes, its comprehensive tax reports for various jurisdictions save countless hours and ensure accuracy. Sharesight offers a free plan for up to 10 holdings, with paid subscriptions unlocking unlimited holdings, advanced reports, and tax features. Its 'Dividend Tracker,' which clearly shows upcoming and past dividends, including franking credits, is a powerful but often underutilized feature for income investors. It's not more popular globally partly due to its initial focus on Australia and New Zealand markets, although it now supports global brokers. Sharesight provides frequent updates, an active blog with investment insights, and responsive customer support.
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