Learn More

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 566 Ratings

Description

Chartsmart stands out among stock screeners for its remarkable flexibility and rapid performance, allowing users to sift through a vast selection of over 14,000 securities from both Canada and the U.S. This software installs directly on your computer, ensuring that stock screening is not only swift but also that your personalized configurations remain protected. Daily updates on end-of-day data are accessible around 4:20 PM Pacific time, offering timely information for investors. Users can take advantage of various preset screening options or tailor their own by merging a multitude of fundamental and technical criteria. You can filter stocks that are rich in cash and exhibiting significant revenue growth, particularly those that are near yearly lows and beginning to trend upward. After conducting your search, you can easily browse through the charts and save your preferred selections to custom watch lists. It’s possible to identify stocks that maintain sufficient cash, book value, and working capital while also tracking revenue increases, earnings growth, and dividend returns. Furthermore, there's the capability to establish unique formulas that illustrate relationships between different screening criteria, such as requiring that a stock's cash per share exceeds its current market price, enhancing your investment strategy. This level of customization empowers investors to make more informed decisions based on their individual preferences and market insights.

Description

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Diversiview No 
Interactive Brokers No 
TaxTank No 
Xero No 

Integrations

Diversiview Yes 
Interactive Brokers Yes 
TaxTank Yes 
Xero Yes 

Pricing Details

$600 per year
Free Trial Yes 
Free Version No 

Pricing Details

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Chartsmart Software

Founded

1996

Country

Canada

Website

www.chartsmart.com

Vendor Details

Company Name

Sharesight

Founded

2007

Country

New Zealand

Website

www.sharesight.com

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors Yes 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives

Finapolis Reviews

Finapolis

Finapolis Inc
CU SHARE Reviews

CU SHARE

Integrated Software