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Stock Portfolio Management Software
Sharesight reviews and summary
Sharesight is a stock portfolio management tool designed to help businesses in the finance sector, such as accounting firms or advisory practices, track investments, update holdings, and generate critical tax reports for clients. It automates the import of trade data from brokers, calculates accurate performance including time-weighted returns, and handles complex corporate actions. A standout feature is its robust tax reporting, including capital gains calculations, dividend income summaries, and foreign income tax statements, which are essential for tax preparation. Sharesight aims to reduce the manual workload for finance professionals who need to manage and report on... This tool is aimed at accountants, tax advisors, bookkeepers, and financial a...
Best for
This tool is aimed at accountants, tax advisors, bookkeepers, and financial advisory firms that manage or report on investment portfolios for multiple clients and require efficient, accurate tools for performance tracking and tax reporting.
Starting price
Pricing not listed
Category
Stock Portfolio Management Software
Vendor
Sharesight
Key takeaways
Our verdict
Our verdict is that Sharesight is a powerful and professional-grade tool, particularly strong in the area of tax reporting and performance analytics. It is an excellent choice for finance professionals whose service offering depends on accurate and automated investment portfolio reporting.
Quick facts
Sharesight at a glance
Starting price
Pricing not listed
Vendor
Sharesight
Location
Australia
Category
Stock Portfolio Management Software
Ratings
Sharesight ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Sharesight pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Sharesight?
This tool is aimed at accountants, tax advisors, bookkeepers, and financial advisory firms that manage or report on investment portfolios for multiple clients and require efficient, accurate tools for performance tracking and tax reporting.
Feature research
Sharesight features
These are common features buyers compare in Stock Portfolio Management Software. Product-specific availability should be confirmed with the vendor.
System Notifications
In-system alerts and automated notifications to keep users informed of updates.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Fiscal Performance Analysis
Assesses financial data, including units, projects, and budgets, to determine performance and inherent risk.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Trader Solutions
Specialized tools and platforms designed to support the unique needs of financial traders.
Investment Performance Tracking
Monitors the profits and losses associated with investments within a portfolio.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Asset Rebalancing
Adjusting asset allocation to align with evolving investment objectives or market dynamics.
Risk Assessment & Mitigation
Detect, assess, and develop strategies to minimize organizational risks.
Equity Portfolio Administration
Oversees the acquisition, disposal, and retention of stock holdings.
Tax Compliance Tracking
Monitors tax-related transactions and ensures adherence to tax regulations.
Wash Sale Violation Detection
Identifies possible violations related to wash sales.
Pricing
Sharesight pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Sharesight alternatives
Compare Sharesight with other Stock Portfolio Management Software tools that buyers often evaluate.
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Seeking Alpha by Seeking Alpha
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Tykr by Tykr
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Software reviews
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FAQ
Sharesight FAQs
Sharesight is a stock portfolio management tool designed to help businesses in the finance sector, such as accounting firms or advisory practices, track investments, update holdings, and generate critical tax reports for clients. It automates the import of trade data from brokers, calculates accurate performance including time-weighted returns, and handles complex corporate actions. A standout feature is its robust tax reporting, including capital gains calculations, dividend income summaries, and foreign income tax statements, which are essential for tax preparation. Sharesight aims to reduce the manual workload for finance professionals who need to manage and report on...
This tool is aimed at accountants, tax advisors, bookkeepers, and financial advisory firms that manage or report on investment portfolios for multiple clients and require efficient, accurate tools for performance tracking and tax reporting.
Pricing can change. Confirm current plans and terms with the vendor.
Sharesight is listed in Stock Portfolio Management Software.
Sharesight is listed with Sharesight as the vendor.
Buyers often compare Sharesight with other Stock Portfolio Management Software tools such as Excel Price Feed, Cubits, Tamarac, EquityStat. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Sharesight.
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