Sharesight is a portfolio tracker for people who want the truth: total return that includes dividends, not fairy-tale gains that ignore cash income. It’s an “after-action” powerhouse — not a dividend-capture timing engine.
Quick answer: Sharesight is a portfolio tracking tool that focuses on dividends and true total-return reporting. It’s best for tracking income, performance, and results across portfolios — not for entry/exit timing or dividend-calendar trade planning.
Best for Yield Raiders: verifying dividend income, measuring real outcomes, and keeping your reporting clean when you run lots of positions.
← Back to the Tools Directory Hub | Visit site
Quick Summary
| Category | Detail |
|---|---|
| Best For | Dividend tracking, total-return reporting, portfolio performance clarity |
| Not For | Dividend capture timing, trade execution, entry/exit alerts |
| Dividend Capture Fit | ⭐⭐⭐⭐☆ (4.3/5) |
What Is Sharesight?
Sharesight is a web-based portfolio tracker that emphasizes dividend tracking and true performance reporting (the kind that counts cash income, not just price movement). If your broker view feels like “meh, close enough,” Sharesight is more like “show me the receipts.”
What It’s Good At
- Dividend visibility: track dividend income and review it over time without spreadsheet hand-to-hand combat.
- Total return clarity: helps you judge performance with dividends included (not just price changes).
- Portfolio reporting: useful for reviewing outcomes across holdings and portfolios.
- Multiple ways to add trades: generally supports importing history and keeping portfolios up to date via common import methods.
How Yield Raiders Use It
Dividend capture is half execution and half discipline. Sharesight mostly supports the discipline side — the part where you prove what worked, what didn’t, and what needs to be retired from your playbook.
- Verify dividend income: confirm you actually got paid and track income trends over time.
- Measure real outcomes: review total return with dividends included so you’re not fooling yourself with “paper wins.”
- Reduce churn blindness: spot positions that generate activity but not results (the “busywork trades”).
“Sharesight won’t tell you what to buy tomorrow. It tells you what your ‘smart trades’ actually did once the dust settled.”
Watch-outs
- Not a timing tool: it’s built for tracking and reporting, not entry/exit signals.
- Not a broker: you still execute trades at your brokerage.
- Accuracy depends on your inputs/imports: like every tracker, garbage in = garbage out.
Pricing & Access Info
- Pricing: Check site for up-to-date pricing.
- Login Required? Yes
- Upsells or Ads? Expect plan tiers; advanced reporting and higher limits are typically gated behind paid plans.
Verdict: A strong dividend-and-reporting tool for the “after-action” side of dividend capture — valuable for tracking outcomes, not for timing entries.
Pros & Cons
Pros
- Excellent dividend tracking and income visibility
- Total-return reporting that better reflects reality
- Strong “after-action review” support for active investors
- Helpful alongside your core screening/charting tools
Cons
- Not designed for dividend capture timing or alerts
- No trade execution (tracking only)
- You may still want a dedicated dividend-dates tool for planning entries
Our Verdict
“Sharesight is a truth tool. For Yield Raiders, it’s best as a reporting and dividend-income tracker — the place you go to confirm what worked and cut what didn’t.”
← Back to the Tools Directory Hub | Visit site
0 Comments