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SharesMaster

Automatically tracks portfolio holdings, activities, dividends, capital gains and provides suggested actions.

Made by SharesMaster

  • Personal Finance

What is SharesMaster?

SharesMaster is a comprehensive cloud-based solution for self-directed investors to manage their stock and ETF portfolios. It automatically tracks and updates users' portfolio holdings, activities, dividends, and capital gains, providing a centralized platform to monitor and manage investments. With coverage of over 65,000 securities across global markets, SharesMaster offers a global reach, allowing users to track their investments in multiple currencies. The platform's standout features include automatic dividend tracking, eliminating the need for manual input, and investment signals that categorize each holding as a buy, hold, or sell recommendation. SharesMaster empowers users to make informed decisions and maintain a well-diversified investment portfolio with ease

Highlights

  • Global coverage of over 65,000 stocks and ETFs across multiple markets
  • Automatic tracking of portfolio holdings, dividends, and capital gains
  • Support for multiple currencies to accommodate diverse investment profiles
  • Investment signals that categorize each holding as a buy, hold, or sell recommendation

Platforms

  • Online

Languages

  • English

Social

Features

    • Portfolio Tracking