Blog

3 reasons why investors love Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Feb 19th 2023

At Sharesight, we're always looking for ways to improve our customers' experiences. That's why we polled 100 of our users to hear firsthand what they think of our platform. The results were overwhelmingly positive, with many customers sharing similar sentiments about their experience. Some of the most common words to describe Sharesight were consolidated, insightful, revealing and reliable. In this blog, we're excited to share their feedback and provide some insight into why investors love using Sharesight.

We take pride in the fact that investors trust us to manage their portfolios, and we strive every day to exceed their expectations. Whether you're a seasoned investor or just starting out, we think you'll find something valuable in what our users had to say.

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Consolidated

For many investors, one of the key benefits of using Sharesight is the ability to track all their investments in one place. Whether you are investing across different asset classes, markets, currencies or even brokers, Sharesight makes it easy to keep consolidated records of your trading data and tax information. Investors who want to see a broad picture of their performance can also take advantage of our consolidated view tool, which allows you to run reports and view the performance breakdown of your holdings across multiple (or all) your portfolios at once.

Consolidated view Sharesight

Sharesight’s portfolio tracker makes it easy to track the performance of all your investments in one place.

"Easy, consolidated, value for money." – Rajeev A.

"Finally can track all investments." – Anne S.

Insightful and revealing

Not only does Sharesight give you a consolidated view of your portfolio, but it also reveals the complete picture of your performance. What do we mean by this? Essentially, by keeping track of your investments through your broker(s), you are not getting the full picture of your performance. This is because most brokers only show you the difference between the buy and sell (or current) price of your shares, with an emphasis on daily price movements.

By comparison, Sharesight uses an annualised performance calculation methodology to show you your true performance, inclusive of capital gains, dividends, brokerage fees and foreign currency fluctuations. We also offer a range of advanced performance reports, giving you greater insight into your portfolio and the success of your investing strategy.

Sharesight performance reporting

Designed to help investors evaluate their investing strategy, the contribution analysis report is part of Sharesight’s suite of advanced performance reports.

"Precise, profitable, versatile, revealing." – James B.

"A single pane of glass." – David B.

Reliable

Last but not least, it’s important to mention that investors have been relying on Sharesight to provide timely and accurate reporting for over 15 years now. During this time, we have continually expanded our product offering based on our customers’ feedback, and we have made it our mission to give investors the information they need to make informed investment decisions.

Not only this, but we have continued to expand our offering for global investors, with coverage for more than 40 major stock markets worldwide, plus the ability to automatically track trades from over 200 leading global brokers. The result is an industry-leading portfolio tracker that helps over 350,000 investors around the world.

"Excellent and reliable analysis tool, comprehensive coverage." – Mike P.

"Used daily for important decisions." – Geoffrey S.

Become a smarter investor with Sharesight

If you’re not already using Sharesight, what are you waiting for? Join hundreds of thousands of investors using Sharesight to track their portfolio and make smarter investment decisions. Sign up today so you can:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

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FURTHER READING

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.