VestiioVestiio GmbH
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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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About
Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.
Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.
Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start with a Demo on sample data, no card needed. Plans from $19 a month.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
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Audience
Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Free Trial
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Pricing
$19/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSharesight
Founded: 2007
New Zealand
www.sharesight.com
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Company InformationVestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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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
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
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Integrations
Diversiview
Interactive Brokers
TaxTank
Xero
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