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.
Learn more
Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC.
With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines.
Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more.
Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets.
With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals.
Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
Learn more
Silo
Silo serves as an online trading journal and analytics tool tailored exclusively for traders working with prop firms like FTMO, Topstep, and Apex on funded accounts.
Users can enter details about their trades, including entry and exit points, trade size, chosen instruments, risk levels, and outcomes, while also documenting the strategies employed, along with chart images and personal reflections on their execution and mindset.
What sets Silo apart from standard journals is its real-time tracking of performance in relation to prop firm regulations, encompassing daily and overall loss limits, drawdown thresholds, profit objectives, and consistency standards, empowering traders to assess their compliance and readiness for evaluations.
The platform provides insightful analytics that highlight crucial metrics such as win rates, risk-reward ratios, expectancy, and profit factors, segmented by strategy, instrument type, trading session, and time of day, helping traders identify which strategies enhance their performance and which may detract from it.
Additionally, Silo incorporates a structured review process that fosters disciplined journaling, significantly aiding traders in successfully navigating their evaluations.
Offered as a subscription-based software service, it also includes a free trial for new users to explore its features.
Learn more
OptionIncome
OptionIncome serves as an advanced analytics and portfolio management tool tailored specifically for active options traders. This platform seamlessly integrates with various brokerages to automatically import trades while identifying complex strategies, including covered calls, cash-secured puts, credit spreads, iron condors, and wheel strategy campaigns.
With its robust features, OptionIncome enables traders to effectively monitor their positions, assess performance metrics, and gain a clear understanding of their actual profitability across multiple accounts. It computes essential metrics such as annualized ROI, campaign profit and loss, and adjusts cost basis for positions that have been rolled over.
Equipped with real-time pricing and comprehensive analytical dashboards, traders can easily oversee open positions, analyze past trades, and evaluate the efficacy of their strategies with far greater precision than conventional spreadsheets or manual records allow. Ultimately, OptionIncome streamlines the process of tracking options trades, empowering traders to make more informed, data-driven decisions that can enhance their overall trading success. Additionally, the platform's user-friendly interface ensures that even those new to options trading can navigate its features with ease.
Learn more