Sharesight is the best choice for do-it-yourself (DIY) investors because of its easy-to-use and well-thought-out platform, designed specifically to help retail investors move beyond spreadsheets when tracking their portfolios.
With offices in Sydney, Australia and Wellington, New Zealand, Sharesight has been providing fintech services to investors since 2007. At its core, the software is meant for smaller, DIY investors who want a smarter way to track their portfolios. It simplifies the process by automatically monitoring trades, dividends, and performance across stocks, mutual funds, property, forex, and cryptocurrencies. It also takes into account fees, foreign exchange fluctuations, and tax implications, providing a holistic view of things.
Individual investors who manage their own portfolios may appreciate the flexibility that Sharesight provides. Like many other platforms we reviewed, Sharesight syncs with major brokers. It also supports global markets and tracks popular asset classes, like stocks, ETFs, and even cryptocurrency. Real-time performance reporting and in-depth tax insights help users make informed decisions. Automated rebalancing and customizable dashboards mean there’s less manual work and more time to focus on strategy.
Sharesight provides access to a free plan. Premium tiers kick in at $9.33, $24, and $31 per month (all are discounted when billed annually). Sharesight, like other platforms we reviewed, does not include direct trading, but its powerful analytics and solid tax tools make it a strong option for self-directed investors who want a clear, comprehensive view of their financial situation.