I am currently running six clients on Sharesight and it makes life very easy. The year end process on these clients has been reduced from days to hours, and I have all the supporting documentation I require.
Sharesight is fan-bloody-tastic. We’ve had shares since 2008, but this is the first time I’ve had any clue what they were worth as a whole, and can find out what’s happening to them – in any sort of timely fashion.
You have taken all the hassle out of managing a share portfolio. I have never been able to get this level of detail on the performance of my shares anywhere else – even with share management software – thank you!
Sharesight is looking very slick. I’ve been looking for a Web 2.0 style portfolio manager and this looks like it will hit the spot.