Sharesight portfolio tracker?

[curious1]

Just curious - has anyone used "Sharesight" for portfolio tracking? I am just now playing with it and find it's between Yahoo Finance and Morningstar. It posts dividends and allows you to DRIP yr dividends into yr portfolio. Also offers some reports. This is using the Free subscription..  They offer much more for a paid subscription..


www.sharesight.com/us/

[yogibearbull]

Looks interesting. From a quick look at features and reviews, automatic reinvestments of dividends is an attractive feature. Old M* Portfolio has it, but Stock Rover (SR) doesn't.

But pricing and limitations on numbers of portfolios and holdings may be an issue. If one has to use the professional version, pricing is quite steep and is per portfolio.

For now, I am using both M* Portfolio (good through 2024) and Stock Rover. M* Updates are here,
ybbpersonalfinance.proboards.com/post/1302/thread

Individual Pricing www.sharesight.com/us/pricing/
Professional Pricing www.sharesight.com/us/professionals/

[win1177]

I just looked at the prices and it’s pretty expensive! At least for my (tightwad) tastes. We have two individual accounts, two Roth IRA accounts, one regular IRA account, and a trust. So that’s six accounts, each with multiple positions. I might at some point slowly convert my IRA to my Roth, but that would only get us down to 5 accounts. So we would have to sign up for “expert pricing”, which is $23.25 per month. No thanks! Even if I shrank our portfolios, it looks expensive to me! I’ll pass!

Win

[steadyeddy]

Fidelity FullView meets my needs for now. I consolidate all accounts (Fido/NonFido) there. And it is free.