Blog | Product features

Quickly view the performance of any stock with the Share Checker

by Stephanie Stefanovic, Content Manager, Sharesight | Sep 15th 2022

Sharesight’s Share Checker is the perfect tool for investors who need a quick, easy way to view the price and performance of over 240,000 global stocks, ETFs and managed/mutual funds tracked by Sharesight. While it is possible to look up stocks through your broker or apps like Google Finance, you’re only getting half the information you need. With the Share Checker you can view a stock’s performance over the time period of your choice, inclusive of dividends and other key performance metrics that other platforms omit from their calculations.

Sharesight Share checker

Why should investors use the Share Checker?

Using the Share Checker, investors can look up the price of stocks in over 40 major global markets to see how a hypothetical investment of $10,000 would have performed in their portfolio over a range of different time periods. This can be a very useful research tool for DIY investors who evaluate buying opportunities by researching stocks’ past performance.

The Share Checker provides the following information at a glance:

  • A historical price chart, including corporate actions such as share splits and dividends
  • The country in which the stock is domiciled
  • Sector, industry and custom grouping classifications
  • The investment type (stock, ETF, managed/mutual fund, etc.)
  • The EPS, NTA and P/E ratio (for stocks on the ASX and NZX)

And as with all performance calculations in Sharesight, the Share Checker displays the stock’s total annualised return, including the impact of capital gains or losses, dividends and foreign exchange rates – key metrics that can have a significant impact on returns.

This can be clearly seen in the screenshot example below, which shows the performance of Apple in a non-US portfolio over the past year. For instance, under these conditions the stock would have a 32.34% return, with capital gains contributing 29.03%, dividends contributing 0.64% and currency gain contributing 2.67%.

Share checker apple2

For investors interested in a stock’s dividend history, clicking on the ‘Dividends’ tab will bring up a list of paid dividends during the chosen period, including information such as franking credits; TFN withholding tax; non-resident withholding tax; tax credits and deductions; and exchange rates, depending on the tax residency of the portfolio. The screenshot below for example, shows the dividend history of Apple over the past year from the perspective of an Australian portfolio.

Share checker apple dividends2

For more information on a stock’s performance, investors can also access tabs showing corporate actions and related news.

How to use Sharesight’s Share Checker

  1. If you’re not using Sharesight yet, sign up for a FREE account to get started.
  2. Click the ‘Share Checker’ button at the top of the Portfolio Overview page.
  3. Access the dropdown menu on the far left to choose the market of your stock, then type in the stock ticker code. Next to the stock code, there is also a dropdown menu with options to view performance in percentage points (compounded or simple) or monetary values.
  4. Access the dropdown menu on the far right to choose from a wide variety of time periods for calculating the performance of your chosen stock.
  5. Press 'go’ for detailed information at a glance on the performance of your chosen stock, with the ability to look up unlimited stocks from over 40 major global markets.

For more help using Sharesight’s Share Checker function, you can also watch our guide on YouTube:

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