In my Sharesight review, we will be exploring a solution to the increasingly common challenge of managing multiple brokerage accounts. As investors diversify their portfolios across various platforms, from stocks and crypto to options contracts, the need for a streamlined management system becomes crucial. Sharesight emerges as a portfolio tracking service designed to consolidate and simplify the monitoring of these diverse investments.
Sharesight is not a brokerage but a tool that provides comprehensive portfolio tracking, allowing you to handle multiple accounts simultaneously. It addresses not only the need for organized investment oversight but also assists with the often complex tax obligations associated with diverse portfolios..
With a community of over 300,000 investors and more than 200 software, broker, and partner integrations, Sharesight has positioned itself as a powerful portfolio tracking software. It promises detailed performance analysis, dividend tracking, and tax reporting, all within one convenient interface.
Whether you are a seasoned investor with a vast portfolio or someone just starting to diversify, Sharesight aims to provide the tools necessary for effective investment management. As you consider enhancing your investment tracking and management strategies, understanding the features and benefits of Sharesight is crucial in getting the best price on Sharesight and ensuring it aligns with your financial goals. Continue reading to assess if Sharesight is right for you.
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Getting the Best Price on Sharesight
For those researching the ins and outs of getting the best price on Sharesight, you have come to the right place. My Sharesight coupon code will save you 33% on your membership, regardless of which membership tier you choose. You can also save money by choosing the annual plan over the monthly plan. Here is my breakdown of the membership tiers because getting the best price on Sharesight means choosing the right membership option for your needs:
- Single portfolio: Track up to 10 holdings.
- Dividend tracking: Automatic dividend tracking and adjustment.
- Trade importing: Via email forwarding.
- Portfolio sharing: Collaborate or share your portfolio.
- Reporting: Access to performance and taxable income reports.
- Support: Basic customer service.
Starter Plan ($15/month or $11.25/month billed annually):
- Single portfolio: Up to 30 holdings, tracked in 3 custom groups.
- Benchmarking: Compare your portfolio against market standards.
- File storage: Store and attach files like annual reports.
- Support: Standard customer service.
Investor Plan ($24/month or $18/month billed annually):
- Multiple portfolios: Manage 4 portfolios with unlimited holdings, tracked in up to 5 custom groups.
- Advanced reporting: Includes future income reports, diversity reports, and contribution analysis features.
- Integration: With cash accounts and Xero for accounting.
- Support: Standard customer service.
Expert Plan ($31/month or $23.25/month billed annually):
- Extended portfolios: Manage 10 portfolios with unlimited holdings, tracked in up to 10 custom groups.
- Comprehensive reporting: Access to multi-period reports and multi-currency valuation.
- Support: Priority customer service.
Now that you know about getting the best price on Sharesight and the 4 membership tiers, I will explain the features and benefits. Here are the most beneficial features users can expect with Sharesight:
- Wide Asset Coverage: Supports over 250,000 stocks, ETFs, mutual funds, and various alternative assets, making it versatile for diverse investment portfolios.
- Broker and Software Integration: Integrates with around 200 brokers, software, and partners, facilitating seamless import and tracking of trades and holdings.
- Tax Reporting Features: Offers comprehensive tax reporting tools tailored to your tax residency, helping ease the tax preparation process with reports like Taxable Income Report, Sold Securities Report, and All Trades Report.
- Advanced Reporting: Provides in-depth performance analytics and advanced reporting features in premium plans for detailed portfolio analysis and insights.
- Real-Time Data Updates: Ensures your portfolio is always current with up-to-the-minute data updates.
- Custom Investment Tracking: Allows tracking of custom investment options including alternative assets and private equity.
- Automated Dividend and Distribution Tracking: Automatically tracks dividends and distributions for accurate income reports, minimizing manual input and ensuring up-to-date investment income records.
- Future Income Reports: Available in the Investor or Expert plans, this feature estimates future passive income from dividends, distributions, and interest payments on fixed-income securities.
- Price Alerts and Custom Grouping: Allows setting of price alerts for entire portfolios and grouping of investments according to various factors for organized tracking.
If Sharesight doesn’t seem to be a good fit for your needs, don’t worry, there are other options out there that might be better suited for you. One Sharesight competitor worth mentioning is Simply Wall St. If you are a visual learner, Simply Wall St provides portfolio snapshots in the form of detailed visualizations and infographics. To see how the two platforms stack up, check out my Simply Wall St vs Sharesight breakdown.
Concluding my Sharesight review, it’s clear that Sharesight stands out as a comprehensive portfolio tracking and management tool, offering a wide array of features suited for diverse investment needs. From automated dividend tracking to in-depth tax reporting and real-time updates, Sharesight is designed to streamline the investment management process, making it easier and more efficient for investors to monitor and analyze their portfolios. Whether you’re a seasoned investor or just starting, Sharesight provides the tools necessary to make informed decisions and stay on top of your financial game.
For those considering this robust platform, remember that using my Sharesight discount code can significantly reduce the cost, ensuring you’re getting the best price on Sharesight. Take the time to explore how Sharesight can fit into your investment strategy and consider taking advantage of my promotional offers. Ready to optimize your investment tracking and take control of your financial future? Click Here and get started today.
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