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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

Whether it’s an unusually high news coverage, new SEC filing, approaching ex-dividend date, or price movement, we got you covered. Keep up to date with your stocks, cryptocurrencies, ETFs, and mutual funds in single portfolio. Our daily newsletter and instantly sourced Thomson Reuters news coverage keep you informed about companies you care about. Quickly lookup similar tables in past SEC filings for an easy bulk download. Automatically merge figures from multiple tables and pick the data that interests you. Highlight any part financial document and discuss your opinions with your colleagues. Use the full-text search to find a term in any filing or transcript. Annotate in-line data points of interest for an easy export and syncing with your model.

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

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

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

Audience

Financial research platform for traders wanting to make smarter investments

Support

Phone Support Not 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 Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$50 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • Wallmine is an exceptional platform for investors! With its sleek design, real-time data, and intuitive tools, it makes portfolio management a breeze. The platform is highly customizable, offering tailored alerts and a variety of asset tracking options. Whether you're new to investing or a seasoned pro, Wall mine's powerful features and excellent customer support make it an indispensable tool for managing investments effectively and efficiently.

Cons

  • Customizable portfolio management

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

Company Information

wallmine
Founded: 2018
Czech Republic
wallmine.com

Alternatives

Alternatives

Finapolis

Finapolis

Finapolis Inc

Categories

Categories

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

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

Integrations

Diversiview Supported
Interactive Brokers Supported
TaxTank Supported
Xero Supported

Integrations

Diversiview Not Supported
Interactive Brokers Not Supported
TaxTank Not Supported
Xero Not Supported
Claim wallmine and update features and information
Claim wallmine and update features and information