Chartsmart vs. Sharesight Comparison


Chartsmart Chartsmart Software	Sharesight	+	+
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About Few stock screeners can match the flexibility and speed of Chartsmart. Screen from over 14,000 Canadian and U.S. securities. Chart smart installs on your PC so stock screening is fast, and your custom settings are kept secure. Daily end-of-day data updates are available at about 4:20 Pacific. Use our preset screens, or create custom screens, by combining hundreds of fundamental and technical screening criteria. Screen out cash-rich, high revenue growth stocks, at year lows, and break into uptrends. Then scroll through the charts and save the ones you like to your personal watch lists. Find stocks with adequate cash, book value, and working capital, while at the same time ensuring revenues, earnings growth, and dividends. You can even create your own formulas to draw relationships between criteria. For example, you could specify that the stock has more cash per share than it's current trading price.		About Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies seeking a stock screening software and stock charting solution		Audience Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $600 per year Free Version Not Supported Free Trial Supported		Pricing $11.25 per month (annually) Price in USD, local pricing available in select markets. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Read all reviews

Training Documentation Not Supported Webinars Supported Live Online Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information Chartsmart Software Founded: 1996 Canada www.chartsmart.com		Company Information Sharesight Founded: 2007 New Zealand www.sharesight.com
Alternatives Stock Rover		Alternatives AllInvestView
StockFetcher		Finapolis Finapolis Inc
CU SHARE Integrated Software		InvestSMART
Reuters Stock Screener Reuters		Portseido
Investorean View All		Snowball Analytics View All
Categories Investment Management Supported		Categories Dividend Trackers Supported Investment Management Supported Portfolio Analysis Supported Stock Portfolio Management Supported
Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Not Supported Portfolio Management Not Supported Risk Management Not Supported		Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Not Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported Show More Features Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not Supported For Investment Advisors Supported For Traders Not Supported Order Management Not Supported Portfolio Accounting Not Supported Portfolio Rebalancing Not Supported Risk Management Not Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Not Supported
Integrations Diversiview Not Supported Interactive Brokers Not Supported TaxTank Not Supported Xero Not Supported		Integrations Diversiview Supported Interactive Brokers Supported TaxTank Supported Xero Supported View All 4 Integrations
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