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A real-time Excel Add-in that integrates live financial data for investment and portfolio management.

Collective investment research. Comprehensive portfolio management. Real-time market updates.

Streamline Finances, Ensure Compliance.

Centralized investment tracking across devices.

Comprehensive portfolio management for stocks, derivatives, and FX with detailed analytics and handling of corporate actions.

Streamlined investment portfolio management. Comprehensive stock portfolio tracking with Sharesight.

Active investors can manage their stock portfolio with real-time alerts, risk tracking, and more.

Elevate portfolio data quality and streamline workflows with our cloud-based investment solution.

Track your portfolio holdings in real-time with AI-powered analytics software.

Simplify stock trading with a mobile app that eliminates fees and minimum account balances.