Average Ratings 473 Ratings
Average Ratings 0 Ratings
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.
Description
Efficient Solutions is a provider of advanced portfolio optimization and retirement planning software. The platform includes VisualMvo for single-period portfolio optimization, MvoPlus for multi-period strategies with rebalancing, and MCRetire for Monte Carlo-based retirement simulations. These tools cater to professionals and individuals aiming to apply Modern Portfolio Theory in real-world investing scenarios, with support for Windows 95 through Windows 11.
API Access
Has API
API Access
Has API
Integrations
Diversiview
Interactive Brokers
TaxTank
Xero
Pricing Details
$11.25 per month (annually)
Free Trial
Free Version
Pricing Details
No price information available.
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
Sharesight
Founded
2007
Country
New Zealand
Website
www.sharesight.com
Vendor Details
Company Name
Efficient Solutions
Country
United States
Website
www.effisols.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
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