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Average Ratings 546 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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero

Pricing Details

$600 per year
Free Trial
Free Version

Pricing Details

$11.25 per month (annually)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

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