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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).

About

Find the best stocks, follow top investors, quickly analyze businesses, and monitor your portfolio with TIKR. Get an inside look at the portfolios of 10,000+ investors, including company insiders, hedge funds and other multi-billion dollar firms globally. TIKR goes beyond just the US 13F filings and tracks any stocks that the investor has disclosed globally, including in Europe, Asia, Australia, and more. Sift through 100,000+ stocks globally with our powerful screener to find the hidden gems with the highest returns potential. Apply thousands of filters including by country, industry, financials, ratios, Wall Street analyst forecasts, valuation multiples, capital structure, growth rates, and margins. Save time and speed up your investment analysis with accurate financial data powered by S&P Global CapitalIQ on 100,000+ stocks across 92 countries and 136 exchanges. Easily analyze and chart detailed financial data, ratios, valuation multiples, and analyst forecasts.

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

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

Audience

Stock traders

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

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

Pricing

$19.95 per month
$14.95 per month if paid annually
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 3.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • TIKR gives individual investors access to institutional-quality data that’s hard to find elsewhere at this price point. I especially appreciate the clean interface, detailed financials, and years of analyst estimates that help me build forward models. The global coverage is excellent, and I’ve discovered several international stocks I wouldn’t have found otherwise. The ability to track investor portfolios and screen across thousands of stocks is a huge time-saver.
  • The platform is probably fine for some people, it just doesn't meet the requirements I was looking for.

Cons

  • I wish there were more customization options for exporting data and building custom reports. The transcript coverage is good, but sometimes earnings call transcripts take a day or two to show up. A mobile app would also make it easier to check data on the go.
  • I want to delete my account, and seems impossible to do so. I've been writing emails, one each month for the last three months and they say I have to wait, that's close to illegality....

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

Company Information

TIKR
Founded: 2019
United States
www.tikr.com

Alternatives

Alternatives

My Stock Scanner

My Stock Scanner

Guru Investing Limited

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 TIKR and update features and information
Claim TIKR and update features and information