Reviewing Sharesight Benefits and Features


Jeremy BiberdorfBy: Jeremy Biberdorf

November 23, 2023November 23, 2023

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Sharesight is emerging as a powerful tool in the realm of investment management, offering an all-encompassing portfolio-tracking solution. Designed to cater to the needs of both novice and seasoned investors, Sharesight simplifies the complex world of investments by providing a unified platform for tracking performance and dividends, along with tax reporting capabilities.

In this article, we delve into the numerous benefits and standout features of Sharesight, offering insights into why it’s rapidly gaining popularity among a community of over 300,000 investors.

For an in-depth exploration and rating of Sharesight, be sure to check out our detailed review.
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Overview of Sharesight

Sharesight stands out in the crowded field of portfolio tracking software with its comprehensive approach to investment management. Launched to fill the analytical void often left by brokers, it facilitates a detailed view of an investor’s portfolio across various brokerage accounts and asset classes.
It offers insights into over 240,000 global stocks, ETFs, funds, and cryptocurrencies, making it a versatile choice for those seeking an intuitive platform to monitor their investments.

From detailed performance analytics to dividend tracking and tax reporting, Sharesight’s suite of features caters to a broad spectrum of investment tracking needs.

Sharesight also offers coupon codes, check out potential savings here.

Key Features of Sharesight

Extensive Asset Coverage

With support for over 250,000 stocks, ETFs, and funds, Sharesight ensures investors have access to a vast array of assets for tracking and analysis.

Integration Capabilities

The platform boasts around 200 integrations with software, brokers, and partners, making it a highly connected and efficient tool for investment management.

Automated Dividend Tracking

Sharesight simplifies the dividend tracking process, automatically updating dividend payments and providing a clear view of dividend income.

Tax Reporting Features

One of the key benefits of Sharesight is its ability to generate shareable tax reports, easing the burden of tax calculations and reporting for investors.

Benefits of Using Sharesight

Consolidated Investment View

Sharesight’s ability to provide a single, comprehensive view of an investor’s entire portfolio across different accounts and asset classes is invaluable for effective portfolio management.

Enhanced Dividend Tracking

The automated dividend tracking feature ensures that investors have up-to-date information on their dividend income, which is crucial for assessing investment performance.

Tax Preparation Simplified

With Sharesight, tax time becomes less daunting. The platform’s tax reporting tools help investors understand their tax obligations and prepare accurate tax returns.

Educational Resources

Sharesight offers a wealth of educational content and resources, aiding investors in making informed decisions and developing a deeper understanding of their financial position.

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Is Sharesight Right For You?

Whether Sharesight is the right fit for you largely depends on your investment tracking needs and how you manage your portfolio.

If you have multiple investment accounts, deal with various asset classes, or need an efficient way to track dividends and prepare for tax time, Sharesight could be a valuable asset. Its ability to consolidate your entire investment portfolio in one place makes it a practical choice for many investors.

Final Thoughts

Sharesight emerges as a comprehensive and user-friendly platform, ideal for investors seeking to streamline their investment tracking and reporting. Its blend of detailed performance analytics, dividend tracking, tax reporting, and broad asset coverage makes it a standout choice in the market.

Whether you’re a long-term investor or an active trader, Sharesight offers the tools and insights to manage your portfolio effectively. Ready to simplify your investment tracking and gain deeper insights into your portfolio?

Click here to explore Sharesight and see how it can enhance your investment strategy. Don’t forget to utilize a Sharesight coupon code when you sign up.
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FAQs About Sharesight

What differentiates Sharesight from other portfolio trackers?

Sharesight stands out with its extensive asset coverage, automated dividend tracking, and efficient tax reporting capabilities, offering a more comprehensive approach to portfolio management compared to traditional trackers.

How user-friendly is Sharesight for beginner investors?

Sharesight is designed with a user-friendly interface, making it accessible for both novice and seasoned investors. The platform offers helpful resources and tutorials to assist beginners in navigating its features.

Can Sharesight integrate with popular brokerage accounts?

Yes, Sharesight offers integration with over 200 global brokers and software partners, including major players like Charles Schwab and Robinhood, ensuring seamless portfolio management for users.

Is the dividend tracking feature of Sharesight automated?

Yes, Sharesight’s dividend tracking is automated, providing real-time updates on dividend payments and distributions, which is a significant benefit for investors focusing on dividend income.

What are the tax reporting capabilities of Sharesight?

Sharesight simplifies tax reporting by offering the ability to easily generate and share detailed tax reports, aiding investors in understanding and fulfilling their tax obligations efficiently.

Does Sharesight support tracking of international investments?

Sharesight supports a wide range of international investments, including stocks, ETFs, and funds from over 40 global exchanges, making it an ideal tool for international investors.

Are there customizable features in Sharesight?

Sharesight allows for a degree of customization, enabling users to tailor reports and analyses to their specific investment strategies and requirements.

How does Sharesight help with portfolio diversification analysis?

Sharesight’s Diversity Report provides insights into portfolio diversification, offering a visual representation of asset allocation, which is crucial for investors aiming for balanced, long-term growth.

What level of customer support does Sharesight offer?

Sharesight offers robust customer support, including email and online resources. The platform also provides educational content to help users maximize the benefits of its features.

Can Sharesight track cryptocurrency investments?

Yes, Sharesight offers limited cryptocurrency tracking, supporting automatic updates for select cryptocurrencies and manual entry options for a wider range of digital assets.

Can Sharesight be used for tracking the performance of mutual funds?

Yes, Sharesight is capable of tracking the performance of mutual funds. The platform supports an array of mutual and managed funds from various countries, allowing users to monitor and analyze their fund investments alongside stocks, ETFs, and other assets in their portfolios.

Is there a mobile app available for Sharesight?

As of now, Sharesight does not have a dedicated mobile app. However, the platform is accessible via a web browser on both desktop and mobile devices, offering flexibility and convenience for users to track their investments on the go. The web interface of Sharesight is designed to be responsive and user-friendly, regardless of the device used.

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Jeremy Biberdorf
Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He's a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.

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