Track your investments from anywhere with the Sharesight Reader, a handy app that lets you easily view the performance of your portfolio(s) and individual holdings.
To get started, simply login to your Sharesight account, watch your portfolios load-up, and then drill down to a portfolio or individual holding in order to:
View the current value, as well as total return (including capital, dividend and currency gains)
See your performance across custom date ranges
Group holdings by country, industry, investment type, market, or sector
Include/exclude sold shares
To learn more, and to sign up for a free account, visit www.sharesight.com.
- We now display dividends with a future paid date within the app, as long as the ex date has passed
- Fixed an issue with sorting order when viewing % returns
Ratings and Reviews
Best portfolio tracker ever!
I ran across Sharesight looking for a stock portfolio tracker that could track capital gains and dividends and calculate returns that include both. Sharesight does this in an easy to read format with a wide range of reporting capabilities to measure asset allocation and performance across asset class and self defined groupings.
Dividends are updated automatically for the majority of equities. I’m hoping that Sharesight will get integration with US brokerages to automate the process of capturing trades, but it isn’t hard to add trades manually. Overall I’m very happy with the product.
Best app to track total dollar return performance
Very easy to use and built with care and knowledge of how to calculate true total dollar return performance. Well done!
Does not work the latest iOS update
Just an endless loading screen
Update: they fixed it
Developer Response ,
Hi there, The latest iOS upgrade to 11.3 resulted in our app freezing on the title screen. An upgrade is now available on the app store that resolves this issue.
With Family Sharing set up, up to six family members can use this app.