Sharesight Coupon Code: Unlocking the Power of Portfolio Tracking

Also check out our full Sharesight review to see if Sharesight is right for you.

Investing in the stock market involves buying and selling shares and closely monitoring your entire portfolio. That’s where Sharesight comes in, a portfolio tracking software designed to offer investors an all-in-one platform to monitor their investments. With Sharesight, you can track the performance of stocks, ETFs, and even cryptocurrencies, manage dividend payments, and generate tax reports—all from a single dashboard. With its growing user base of over 300,000 investors and integration with more than 200 brokers and software platforms, Sharesight is a key player in the investment world.

But that’s not all. Have you heard? We have a time-limited Sharesight coupon code. Stick around as we explore Sharesight and how you can save on your subscription and make your investment journey more cost-effective.

Sharesight Video Review

The Brains Behind Sharesight

When it comes to investment tools, the expertise and vision of the founders are crucial elements that can make or break a platform.

Born in New Zealand in 2006, Sharesight is the brainchild of Tony Ryburn and his son, who were frustrated with tracking investments via spreadsheets. They sought to simplify this complex task, and by 2008, Sharesight was online with its first paying customer. The pivotal moment came in 2015 when a $2 million capital raise, mainly from customers, fueled its global expansion. Today, what started as a local Kiwi effort is a leading fintech firm, aiding hundreds of thousands of international investors in effectively managing their portfolios.

Today, at the helm of Sharesight are co-founder Tony Ryburn and CEO Doug Morris, both seasoned professionals in the financial sector. Doug kickstarted his career at Morningstar, Inc., significantly contributing to project management and leading adviser and institutional business lines in Sydney. His roles have equipped him with comprehensive knowledge of the finance industry. On the other hand, Tony boasts 30 years of experience in senior finance roles, including venture capital and banking. Tony, a Bachelor of Commerce graduate, has lent his expertise to private firms and governmental bodies. Together, they drive Sharesight’s continued success.

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Sharesight Features in Detail

When it comes to functionality, Sharesight has a plethora of features designed to make portfolio tracking efficient and insightful. Here’s a closer look at some of the platform’s key functionalities:

Deep Portfolio Analysis

Sharesight simplifies the complexities of investment performance by offering deep portfolio analysis. With this, you can track your portfolio’s total returns, considering dividends, currency fluctuations, and other factors. Customizable options allow for personalized tracking suited to your investment goals.

Tax Reporting

Come tax season, most investors scramble to compile their earnings, dividends, and capital gains. Sharesight eases this burden with its automated tax reporting feature. With a few clicks, you can generate comprehensive tax reports ready to be shared with your accountant.

Simplified Dividend Tracking

Sharesight automatically tracks dividends for over 240,000 global stocks and funds, a feature rarely seen in traditional brokerage platforms. It even maintains a history that goes back 20 years, providing a comprehensive understanding of your dividend earnings.

Diversity Report

Sharesight’s Diversity Report offers insights into how well-diversified your portfolio is. This lets you quickly assess your portfolio’s risk and adjust your investment strategy accordingly.

With such a comprehensive suite of features, Sharesight offers something for every investor, whether you are a beginner looking for basic tracking tools or a seasoned professional needing advanced reporting capabilities.

Sharesight Pricing Structure—Is it Worth it?

Understanding the cost is crucial when considering any investment tool. Sharesight offers a range of pricing options to fit different needs and budgets, so let’s dive into what each plan provides.

• Free Plan

The Free plan offers basic portfolio tracking and limited reporting capabilities at zero cost. It supports one portfolio with up to 10 holdings and provides basic customer support. However, its limitations make it more suitable for beginner investors with simple portfolios.

• Starter Plan

Priced at $15 per month, the Starter plan accommodates one portfolio but extends the holding limit to 30. This plan comes with standard customer support and introduces features like three custom groups. It is designed for those needing more than just the basics.

• Investor Plan

The Investor plan is a significant step up at $24 a month. It allows you to manage up to four portfolios and offers unlimited holdings. Advanced reporting features are also included, along with standard customer support. This plan caters to the more active investor with multiple accounts.

• Expert Plan

The Expert plan offers the full suite of features for $31 a month. It accommodates up to 10 portfolios and includes priority customer support. With full reporting and the ability to add unlimited holdings, this plan is for professional investors who require robust analytical tools.

So, is Sharesight worth the cost? If you’re a novice investor with a straightforward portfolio, the Free or Starter plan may suffice. However, for seasoned investors requiring comprehensive tracking and reporting, the Investor and Expert plans provide value that could outweigh the costs. In addition, using our link below, you can save up to 33% off your subscription. But remember, our Sharesight discount code is time-limited.

Conclusion

To wrap things up, Sharesight is a comprehensive portfolio tracking software designed to help investors monitor and analyze their investments effectively. From its intuitive features like deep portfolio analysis, tax reporting, and simplified dividend tracking to its tiered pricing plans designed to suit a range of investment needs, Sharesight offers substantial value. Reviews and ratings from several online platforms further substantiate its credibility as a reliable tool for novice and experienced investors.

One of the most enticing aspects of this software could be the opportunity to save money through our Sharesight coupon code. Using our link, you can save up to 33% off your subscription, making it even more appealing to get started with this platform. Considering the array of features and the scalability of its pricing plans, grabbing our discount code is the cherry on top for your investment-tracking journey.

Now, there’s never been a better time to try Sharesight. For those interested in taking the next step, click here and save up to 33% on your subscription.

Whether you’re a seasoned investor or starting, Sharesight has something for everyone. So, why wait? Explore Sharesight today and elevate your investment tracking experience.

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