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Sharesight : Optimize Investment Tracking with Advanced Portfolios
Sharesight : Optimize Investment Tracking with Advanced Portfolios
3.8
Based on +200 reviews
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
Sharesight is a powerful investment tracking tool designed for individual investors and financial advisors. It offers detailed performance analysis, automatic dividend tracking, and global tax reporting. With Sharesight, users can streamline their portfolio management, simplifying complex investment tasks with ease.
What are the main features of Sharesight?
Comprehensive Performance Analysis
Experience in-depth insights into your investments' performance with Sharesight's comprehensive analysis tools. This feature helps you make data-driven investment decisions by providing clear and detailed reports. Key aspects include:
Return Breakdown: Discover detailed returns based on capital gains, currency diversification, and more.
Benchmark Comparison: Track your investments against popular market indices.
Historical Performance: Review past investment performance to identify trends and make adjustments.
Automatic Dividend Tracking
Keeping up with dividend income can be daunting, but Sharesight streamlines this process with automatic updates. This feature ensures no dividend is left untracked and your income statements reflect real-time data. Highlights of this feature encompass:
Automatic Import: Seamlessly integrate dividend information from supported brokers and exchanges.
Reinvestment Options: Track and reflect changes with dividend reinvestment plans.
Comprehensive Dividend Reports: Stay informed with detailed dividend income reports.
Global Tax Reporting
Simplify the often complex task of tax reporting with Sharesight's robust global tax solutions. Whether you're filing locally or managing international investments, these tools are designed to meet your needs. Essential aspects include:
Localized Tax Reports: Automatically generate tax reports customized for your country's requirements.
Capital Gains Taxation: Accurately calculate capital gains for streamlined reporting.
Transaction History Organization: Keep a detailed record of all transactions for audit and reporting readiness.
Concluding with these powerful features, Sharesight elevates portfolio management by providing users with the confidence to manage investments efficiently and effectively.
Streamline investment management with advanced software designed for financial professionals.
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Fortress offers a comprehensive suite of tools to automate and simplify investment management. From portfolio tracking to risk management, our software helps financial professionals make informed decisions and optimize their investment strategies. With customizable reporting and real-time data analysis, Fortress is the ideal solution for investment firms of all sizes.
Investment Management software with advanced analytics, real-time reporting, and customizable portfolios.
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FundManager.io provides a comprehensive solution for managing investments with features such as risk analysis, portfolio rebalancing, and automated trade execution. The software also offers integrations with popular brokerage firms and supports multiple currencies, making it ideal for global investors.
Appvizer calculates this overall rating to make your search for the best software easier. We've based it on user-generated verified reviews on industry-leading websites.
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