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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Quicken

Personal Finance Software

3.6 31,515 user ratings

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Overview

Description Sharesight is a leading tool that tracks stock prices, dividends, trades, performance, and tax. It’s a leading and helpful online tool for tracking and reporting stocks. The platform lets users track their holdings, mutual funds, and stocks all in one place. Investors can import trading history and watch dividends, and stock splits are incorporated automatically. It allows users to see a list of all dividends and distributions over any period. Impact of dividends on total returns at both levels – holding and portfolio, can also be seen easily. Users can easily track DRPs/DRIPs and impact on portfolio performance and growth using the tool. With the taxable income report, investors can see all distributions, dividends, and interest payments that are broken up by local and foreign income. Investors can use the performance report to view dollar and percentage returns of open or closed positions. It helps users organize holdings by preset groupings like industry and market, or even their custom groups. Read more Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software. Read more Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology. Read more
Pricing Options
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $35.99.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    100%
  • Momentum
    68%
  • Popularity
    88%
SaaSworthy Awards
Not Available
Not Available
# 1 Most Worthy # 5 Fastest Growing

Technical Details

Organization Types Supported
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • Online
  • Online
  • Online
API Support
  • Available
  • NA
  • Available

Reviews & Ratings

User Rating
4.4/5 433 user ratings
Not Available
3.6/5 31,515 user ratings
Rating Distribution
  • Excellent

    70.7%
  • Very Good

    15%
  • Average

    6%
  • Poor

    1.8%
  • Terrible

    6.5%
Not Available
  • Excellent

    40.6%
  • Very Good

    17.2%
  • Average

    18.6%
  • Poor

    10.2%
  • Terrible

    13.4%
User Sentiments

    Comprehensive Reporting Features, Accurate Performance Tracking, Automatic Dividend Tracking, Easy to Use Interface

    Inconsistent Broker Integrations, Occasional Data Accuracy Issues, Limited Customer Support Responsiveness, Mobile App Functionality Limitations

    Not Available

    Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools

    High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches

Review Summary

Sharesight, a share portfolio tracker, has received mixed reviews. Users appreciate its intuitive interface, detailed reporting features, and extensive integrations with popular trading platforms. However, some find the pricing structure confusing and express concerns regarding the accuracy of data and the lack of tax reporting capabilities. Overall, Sharesight is a solid option for investors seeking a comprehensive portfolio tracking tool, but users should carefully consider their specific needs and budget before committing.

Not Available

Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities.

Pros & Cons
  • Intuitive interface and user-friendly design tools
  • Advanced prototyping and animation capabilities
  • Strong integration with other Adobe products
  • Can be resource-intensive and may slow down computers
  • Limited export options compared to Sketch
  • Lightweight and fast performance
  • Extensive symbol library and powerful vector editing tools
  • Robust community support and plugin ecosystem
  • Lacks advanced prototyping features found in Adobe XD
  • Limited integration with other software
Not Available
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $7.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $12.00. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $35.99.
Pricing Plans
Monthly Plans Annual Plans

Free Free

Starter $7.00 $9.33 per month

Investor $18.00 $24.00 per month

Expert $23.25 $31.00 per month

Professionals Others

Asha Free

Maya $12.00 $12.00 per month

Starter (Window) $35.99 $35.99 per year

Deluxe (Window) $46.79 $46.79 per year

Premier (Window) $70.19 $70.19 per year

Home & Business (Windlow) $93.59 $93.59 per year

Starter (MAC) $35.99 $35.99 per year

Deluxe (MAC) $46.79 $46.79 per year

Premier (MAC) $70.19 $70.19 per year

 
View Detailed Pricing
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Performance Overview
+ 4 More
Kubera screenshot
+ 2 More
Spending
+ 2 More
Videos Video Thumbnail
+ 1 More
Not Available Video Thumbnail
+ 2 More

Vendor information

Company Details Located in: South Wales, Australia Founded in: 2015 Located in: Palo Alto, CA Founded in: 2019 Located in: Menlo Park, California Founded in: 2016
Contact Details

Not available

https://www.sharesight.com/

Not available

https://www.kubera.com/

Not available

https://www.quicken.com/

Social Media Handles

FAQs

What are the key differences between Sharesight and Kubera?

Sharesight is a stock portfolio tracker that focuses on tracking stock prices, dividends, trades, performance, and tax. Kubera is a net worth tracking platform that allows users to track investments and store documents.

What are the alternatives to Sharesight?

The top alternatives to Sharesight are Kubera, Personal Capital, Snowball Analytics, Morningstar Office, and Portfoliopilot.

Which SaaS products can Sharesight integrate with?

Sharesight integrates with Xero.

Which product is better for tracking investment performance?

Sharesight is a more comprehensive tool for tracking investment performance, as it provides detailed reporting features and allows users to track their holdings, mutual funds, and stocks all in one place.

How do the user interfaces of these products compare?

Sharesight has an intuitive and user-friendly interface, while Kubera has a more minimalist and straightforward interface.

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