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About

Set your long-term investing goals and use our software to track your progress. There is a 30-day money-back guarantee so no risk in trying it out. Use our free educational resources on YouTube to learn more about investing. Conduct in-depth fundamental analysis with our stock research tool. Track your investments as you work toward your goals. Reach your investing goals and financial freedom. A foundation of quality dividend-paying stocks can help secure your financial future. Track multiple portfolios all in one place. Manually upload or automatically link US brokerages. Analyze all your stocks. Keep track of bought shares and DRIP shares. Calculate your true total return from dividend reinvestment. Automatically calculate your projected annual dividend income and overall portfolio dividend yield, the yield on cost, and the effect of reinvesting dividends. Get your dividend income and yield metrics for each stock in your portfolio.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Dividend investors interested in a solution to track their educational progress

Audience

Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

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

Reviews/Ratings

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dividend Data
Founded: 2020
www.dividenddata.com

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

Alternatives

Alternatives

Categories

Categories

Investment Management Features

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 Features

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

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero
Claim Dividend Data and update features and information
Claim Dividend Data and update features and information