Sharesight

Meet Sharesight

Sharesight brings investment holdings and transactions from different brokers into a consolidated portfolio view. You can track stocks, ETFs, funds, dividends, and other supported assets, using broker connections to bring the activity into the record. Separate portfolios and custom groups give the collection a structure. Performance and dividend reports provide ways to examine the holdings over time, while tax reports support recordkeeping and collaboration with an accountant in supported markets. An investor can review the combined picture and then look into the transaction history behind it. The service is a reporting tool for existing investments and the activity associated with them.