Sharesight

Frequently Asked Questions about Sharesight

Who are Sharesight?

Sharesight is a financial software company that provides investment tracking and portfolio management solutions. Founded in 2012, the company aims to simplify the process of tracking investments and generating reports for investors and financial advisers.

What are Sharesights products?

Sharesight offers a range of products focused on investment tracking, including features for tracking stocks, ETFs, mutual funds, and cryptocurrencies. The platform provides performance reporting, tax reporting, and portfolio analysis tools.

What services do Sharesight offer?

Sharesight offers various services, including investment portfolio tracking, performance reports, tax statement generation, and integration with brokerage accounts. Additionally, they provide educational resources and customer support to assist users.

What type of companies do Sharesights products suit?

Sharesights products are suitable for individual investors, financial advisers, and investment firms looking for efficient portfolio management solutions. The platform caters to both novice and experienced investors seeking to track and analyse their investments.

How much does Sharesights product cost?

Sharesight offers several pricing tiers based on the features and number of portfolios users wish to track. Pricing starts with a free tier for basic use, and paid plans range from approximately £15 to £40 per month, depending on the features included.

Does Sharesight offer a free trial?

Yes, Sharesight offers a free trial for new users, allowing them to explore the platform and its features before committing to a paid plan.

What discounts does Sharesight offer on their products?

Sharesight occasionally offers discounts for annual subscriptions, allowing users to save a percentage compared to monthly billing. They may also provide promotional offers from time to time, usually announced on their website or via email newsletters.

Are there any hidden fees or additional costs with Sharesight?

Sharesight does not have hidden fees; the pricing is transparent. Users are charged according to their selected plan, and there are no additional costs for using the core functionalities of the platform.

Who uses Sharesights products?

Sharesights products are used by individual investors, financial advisers, accountants, and investment managers who require comprehensive tools for tracking and analysing investment portfolios.

What are the main features of Sharesights products/services?

Main features include investment performance tracking, tax reporting, portfolio analysis, automatic updates from linked brokerage accounts, and customisable reporting options. Users can also access dividend tracking and capital gains reporting tools.

How does Sharesight compare to its competitors?

Sharesight is often compared to competitors like Personal Capital and Morningstar, with its unique focus on tax reporting and ease of use. While some competitors may offer more extensive financial planning tools, Sharesight excels in investment tracking and reporting capabilities.

Is Sharesights platform easy to use?

Yes, Sharesights platform is designed with user-friendliness in mind. The interface is intuitive, making it accessible for both novice and experienced investors.

How easy is it to set up Sharesights product or service?

Setting up Sharesight is straightforward. Users can create an account, link their brokerage accounts, and begin entering their investment data within minutes. The platform also offers guides and support to assist with setup.

Is Sharesight reliable?

Sharesight is regarded as a reliable platform for investment tracking, with a strong reputation for accuracy and performance. The company has been in operation since 2012 and has received positive feedback from users.

Does Sharesight offer customer support?

Yes, Sharesight offers customer support through various channels, including email support and a comprehensive help centre with articles, tutorials, and FAQs to assist users with their queries.

How secure is Sharesight’s platform?

Sharesight employs industry-standard security measures to protect user data, including encryption and secure access protocols. They also comply with data protection regulations to ensure user privacy.

Does Sharesight integrate with other tools or platforms?

Yes, Sharesight integrates with several brokerage platforms and accounting software, allowing users to import data seamlessly and maintain accurate records across their financial tools.

Can I use Sharesight on mobile devices?

Sharesight is accessible via web browsers on mobile devices. While there is no dedicated mobile app, the website is optimised for mobile use, making it convenient for users to manage their portfolios on the go.

What do users say about Sharesight?

User feedback on Sharesight is generally positive, with many praising its ease of use, comprehensive reporting features, and customer support. Some users have noted that more advanced features could further enhance the platform.

What are the pros and cons of Sharesight?

Pros include its user-friendly interface, comprehensive investment tracking capabilities, and strong customer support. Cons may include limitations in financial planning tools compared to some competitors.

How can I purchase Sharesight’s services?

Users can purchase Sharesights services directly from their website by selecting a plan and providing payment information. The sign-up process is straightforward and user-friendly.

What is the cancellation or refund policy for Sharesight?

Sharesight allows users to cancel their subscriptions at any time. Refunds may be considered on a case-by-case basis, typically depending on the length of use and specific circumstances.

Who uses Sharesight?

Sharesight is used by a diverse range of individuals, including retail investors, financial advisers, and wealth management firms seeking efficient investment tracking and reporting solutions.

What are the common use cases for Sharesight?

Common use cases include tracking investment performance, generating tax reports, managing multiple portfolios, and providing insights for financial advisers to assist clients with their investments.

Why choose Sharesight over other options?

Sharesight stands out due to its focus on investment tracking and tax reporting, user-friendly design, and robust customer support, making it a preferred choice for many investors and financial professionals.

How easy is it to set up Sharesight?

Setting up Sharesight is easy, requiring minimal time to create an account and link investment accounts. The process is designed to be user-friendly, with guidance available for new users.

Does Sharesight offer training or tutorials?

Yes, Sharesight offers a variety of training resources, including tutorials, webinars, and detailed help articles to assist users in making the most of the platform.

What languages does Sharesight support?

Sharesight primarily supports English, but it may offer localised versions or content in other languages depending on user demand and regional requirements.

What problems does Sharesight solve?

Sharesight helps users effectively track their investments, generate necessary tax reports, and gain insights into portfolio performance, addressing common challenges faced by investors in managing their financial assets.

Is Sharesight worth the investment?

For many investors, Sharesight is considered a worthwhile investment due to its comprehensive features, ease of use, and the significant time savings it offers in managing and reporting on investment portfolios.