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Sharesight Portfolio Tracker
Sharesight Portfolio Tracker

Sharesight Portfolio Tracker

ProductOperating Status: Currently Offered

Sharesight's tracker consolidates stocks, ETFs, and dividends from hundreds of brokers.

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Overview

Sharesight's portfolio tracker is the flagship product of its Sydney-and-Wellington developer of the same name, consolidating holdings, trades, and dividends from hundreds of global brokers into one performance and tax-reporting view.

The product serves more than 500,000 DIY investors and finance professionals across markets who need a single consolidated picture of multi-broker portfolios.

Sharesight Portfolio Tracker - Classification

Industry
  • Financial Data
Customer
  • Retail

Sharesight Portfolio Tracker - Direct Competitors

  • Finary

    Finary logo

    Finary Wealth Tracking

    finary.com

  • Kubera

    Kubera logo

    Kubera Net Worth Tracker

    kubera.com

  • Parqet

    Parqet logo

    Parqet Portfolio Tracking

    parqet.com

AttributeSharesight Portfolio TrackerFinary Wealth TrackingKubera Net Worth TrackerParqet Portfolio Tracking
ProviderSharesightsharesight.comFinaryfinary.com37.5M raised · Series BKuberakubera.comParqetparqet.com
Founded2007202020172019
Sells To—Consumers——
Pricing Model—Recurring, Software——
Ownership—Venture Capital——
Sharesight Portfolio Tracker

Provider Sharesightsharesight.com

Founded 2007

Sells To —

Pricing Model —

Ownership —

Finary Wealth Tracking

Provider Finaryfinary.com37.5M raised · Series B

Founded 2020

Sells To Consumers

Pricing Model Recurring, Software

Ownership Venture Capital

Kubera Net Worth Tracker

Provider Kuberakubera.com

Founded 2017

Sells To —

Pricing Model —

Ownership —

Parqet Portfolio Tracking

Provider Parqetparqet.com

Founded 2019

Sells To —

Pricing Model —

Ownership —

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