Sharesight Coupon Code: The Ultimate Portfolio Tracking Solution

portfolio tracking solution

Keeping tabs on your portfolio's performance is essential in the investment world. Fortunately, there's a groundbreaking portfolio tracking solution that simplifies this process - Sharesight. In this Sharesight review, we'll delve into why Sharesight is the go-to portfolio tracking solution, offering an in-depth analysis of this innovative platform.

Sharesight Review

Sharesight, a portfolio tracking solution software, was crafted to enhance investors' comprehension of their investment performance. Traditional brokers often fall short in providing comprehensive data and analysis, which is where Sharesight bridges the gap. Its user-centric design ensures a hassle-free experience. Upon registering, users can opt for a free plan or select from three different paid plans. Once registered, users can seamlessly integrate their brokers, enabling real-time tracking of prices, dividends, and performance across a vast array of over 240,000 assets, such as global stocks, funds, and cryptocurrencies. 

Beyond just stocks and funds, Sharesight offers the flexibility to incorporate other assets like cash and property, ensuring that users get a holistic view of their entire portfolio's value. What sets Sharesight apart is its compatibility with numerous brokers and finance apps, facilitating over 200 integrations with notable names like Charles Schwab, Robinhood, and Interactive Brokers.

Key Features

Sharesight's robust portfolio tracking solution feature set is a testament to its excellence. Here are some standout features that make it a must-have for investors:

Sharesight stands out as a robust portfolio tracking platform designed to provide investors with an in-depth understanding of their investments across diverse markets and brokers. Some key features include:

  • Extensive Integrations: Sharesight offers vast integration capabilities, supporting over 200 global brokers. Such broad compatibility ensures that investors with diverse portfolios can consolidate and view their investments from one platform. Its integration with industry giants like Charles Schwab, Robinhood, and Interactive Brokers, along with newer platforms including cryptocurrency exchanges, indicates its commitment to versatility.
  • Asset Tracking: Beyond standard equities, Sharesight can track a range of asset classes, such as private equity, alternatives, and real estate.
  • In-depth Analysis: Investors can benefit from a comprehensive view of their portfolios, facilitating more informed decisions. The software offers customized return calculations, considering factors such as dividends (for a holistic “total returns” view) and currency fluctuations. This deep analysis empowers users to truly grasp their investment performance.
  • Benchmarking: An edge that Sharesight brings is the ability to benchmark one's portfolio against any stock, ETF, or fund within its extensive database. This comparative insight aids investors in understanding how their investments fare relative to market standards.

Sharesight, therefore, acts as a bridge to fill gaps left by many brokers that might not provide detailed data and performance analysis, ensuring investors have a comprehensive and intuitive portfolio tracking solution tool at their disposal.


Understanding the pricing structure for this portfolio tracking solution is critical when considering an investment tool like Sharesight. Sharesight provides various pricing plans to suit different needs and budgets. Let's delve into the details of each plan to determine their worth:

  • Free Plan: The Free plan offers fundamental portfolio tracking with limited reporting capabilities and won't cost you a dime. It supports a single portfolio with a maximum of 10 holdings and provides essential customer support. However, its simplicity makes it most suitable for novice investors with uncomplicated portfolios.
  • Starter Plan: Priced at just $15 per month, the Starter plan is an affordable choice. It still focuses on a single portfolio but increases the holding limit to 30. This plan includes standard customer support and introduces features like creating three custom groups. It's tailored for individuals who require more than just the essentials for their investment tracking.
  • Investor Plan: For a monthly fee of $24, the Investor plan takes things up a notch. It enables you to manage up to four portfolios and offers unlimited holdings. Advanced reporting features are also part of the package, along with standard customer support. This plan caters to more active investors who have multiple accounts to monitor.
  • Expert Plan: The Expert plan, priced at $31 per month, provides the complete arsenal of features. It allows you to handle up to 10 portfolios and includes priority customer support. With comprehensive reporting capabilities and the option to add unlimited holdings, this plan is designed for professional investors who demand robust analytical tools for their investment tracking needs.

Selecting the right Sharesight coupon code is pivotal in optimizing your portfolio tracking solution experience. While each plan has its merits, it's essential to assess your individual needs and financial strategies before making a decision.

Additionally, those interested in other financial tools should also explore platforms like Simply Wall St vs Sharesight for a holistic view. Furthermore, for those looking into other investment tools, don't forget to check for our Bookmap coupon code, which could provide potential savings. Always ensure that you're equipped with the most suitable tools in your investment journey, and 2023 might just be your best investing year yet.

Sharesight Coupon Code: Final Thoughts

The credibility of Sharesight as a dependable tool for novice and seasoned investors is further affirmed by the numerous positive reviews and ratings on various online platforms.

Sharesight offers a range of pricing options to cater to investors with varying requirements. Depending on your portfolio's complexity and investment activity level, you can choose the plan that best suits your needs and budget.

What makes Sharesight even more enticing is the opportunity to maximize savings through our exclusive Sharesight coupon code. Considering the robust features and flexible pricing plans that Sharesight provides as a portfolio tracking solution, availing yourself of our discount code becomes the perfect finishing touch to your investment-tracking journey. It's a win-win situation that allows you to track your investments effectively while keeping your budget in check. Save up to 33% via our link and unlock savings on your subscription.

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