Rating
3.3
3 reviews
Categories
2
Founded
2007
Employees
42
Funding
1.3M
Seed
Sharesight is an award-winning online investment portfolio tracker that automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, benchmark against an index or individual stock & more. All while removing the need for data entry, as all dividends paid & corporate actions are handled automatically - saving you time & money. Try Sharesight for free today.
Ad spend / mo
$15
2 paid keywords
Paid visits / mo
3
Organic keywords
5,679
Organic visits / mo
13,267
Authority
42
2,125 ref domains
| Keyword they bid on |
|---|
Creatives run
100
as Sharesight Limited
Active now
100
last 14 days
Advertising since
Oct 2021
4.5+ yrs running
Last seen
today
still active
Running 24 ads on LinkedIn as Sharesight - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Personal Investment Portfolio Tracker advertisers - the validated angles to copy. See the niche →
(3 reviews)
I was disappointed in the end due to the pricing - it just costs too much for the value you get as a smallish investor. I will explore an alternative approach since Sharesight is not critical to my reporting.
Pros: It's easy to use and get reports, and the support is good. I'm on the Starter plan AUD19/m (paid annually) for 30 holdings. I have to forward my trades by email because the integration with my platform does not work fully
Cons: I think their pricing model is sneaky. Even old stocks add to the 'holdings' definition, which is not intuitive, and as a result, it's nearly impossible to stay on the Starter plan and keep old reports because sold shares, etc, are treated as holdings in the account.
Henk V. · Director · Investment Management · August 21, 2025
Walking away because I need a more complete solution.
Pros: Seemed like it should handle everything I need, including ability to group holdings across brokerage accounts according to user need
Cons: Can't auto-import your portfolio from even the most widely used brokerage in the USA, Fidelity. Can manually upload with a spreadsheet -- but only trades, not dividends. Can't automatically learn about new transactions in the brokerage account without needing access to my broker emails (transaction confirmation) -- which don't provide share counts.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Stock Portfolio Management | 1 | 1 | Ad |
Domain confidence 100%
| CPC |
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| Pos |
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| % budget |
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| Landing page |
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| stocks portfolio manager | $5.04 | 1 | 100.0% | www.sharesight.com/us/investment-portfolio-performance/ |
The Best Portfolio Tracker
All Investments in One Place — Get a clear view of your real investment performance - dividends, stock splits & more. See your true performance & maximise your investment returns with Sharesight. Global portfolio tracker.
https://www.sharesight.com
Portfolio & Dividend Tracker
The Best Portfolio Tracker — Get a clear view of your real investment performance - dividends, stock splits & more.
https://www.sharesight.com
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Geoff M. · CEO · Investment Management · July 25, 2023
Brilliant product, invaluable.
Pros: I like the fact that the web support is helpful. For example, my broker Finecobank, was not set up with them, so I ask, and they enabled integration.
Cons: There is a small lag, as it is database intensive. But its only a second or so.
Keith S. · Landlord · Real Estate · September 29, 2022
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