About
Finominal offers a suite of institutional-grade portfolio analysis tools designed to enhance transparency and provide actionable insights for investors across global markets. It encompasses a comprehensive range of functionalities, including fund and security analysis, portfolio construction, and backtesting. Key tools such as the Portfolio Analyzer allow users to benchmark performance, assess factor exposures, and evaluate diversification. The Fund Reviewer and Fee Reducer assist in comparing mutual funds or ETFs and identifying cost-effective alternatives. For deeper insights, the Alpha Analyzer and Performance Benchmarker evaluate securities' performance metrics, while the Diversification Booster and Risk Scorer aid in optimizing portfolio composition. Finominal's Index Customizer and Volatility Optimizer facilitate tailored portfolio construction, and the Time Machine tool enables historical strategy backtesting.
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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).
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
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Audience
Institutional investors and financial analysts searching for a tool providing portfolio analysis, optimization, and research-driven investment strategies
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Audience
Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$120 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Company InformationFinominal
Founded: 2017
United Kingdom
finominal.com
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Company InformationSharesight
Founded: 2007
New Zealand
www.sharesight.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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Integrations
Diversiview
Not Supported
Interactive Brokers
Not Supported
Microsoft Excel
Supported
TaxTank
Not Supported
Xero
Not Supported
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Integrations
Diversiview
Supported
Interactive Brokers
Supported
Microsoft Excel
Not Supported
TaxTank
Supported
Xero
Supported
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