Track Your Portfolio's Performance With This Special Offer

We'd like to introduce an innovative investment portfolio tracking system: Sharesight.

It allows you to aggregate your investment accounts and sync trading, dividend, and corporate action data automatically within an easy to use, cloud-based portfolio admin system.

Our own mission at is to empower investors with the next generation of investing tools. We believe that Sharesight's platform for online portfolio management directly aligns with that mission which is why we reached out to Sharesight's CEO, Doug Morris.

Doug was kind enough to offer members a special discount which can be redeemed using the coupon code at the bottom of this article.

Here's a quick overview of Sharesight written by Doug.

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Sharesight is an award-winning investment portfolio tracking system loved by DIY investors around the world. With corporate actions such as dividends and share splits automatically incorporated, Sharesight takes the the hassle out of tracking your share portfolio. You’ll understand exactly how your investments are performing with daily price & currency updates, powerful reports and optional email alerts. Plus, you can share access to your portfolio and tax reports with your accountant – saving you both time and money at tax time.

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Get peace-of-mind on how your portfolio is really performing, and make better investment decisions going forward with Sharesight:

  • Get automatic updates with automatic daily price & currency fluctuations, and corporate actions such as dividends and share splits.

  • Understand your true performance with brokerage fees and capital gains automatically incorporated, plus in-depth performance reports featuring easy-to-read charts and graphs.

  • Save time and money at tax time with all your portfolio data in one place, powerful tax reports and the ability to share portfolio access with your accountant or financial advisor.

  • Check your portfolio on the go with the Sharesight mobile app, available for both Android and Apple users.

Special Sharesight Offer For Members

We're excited to share a special offer from Sharesight – an innovative application that automates portfolio tracking and provides unparalleled visibility into your entire portfolio.

You can get started with Sharesight for free. Upgrading allows you to track unlimited holdings and access advanced features. If you chose to upgrade to a paid plan by February 28th, 2017, you’ll save 50% off your first year’s subscription. Simply use coupon code finbox when upgrading.

* Open to new or existing Free plan users only. May not be combined with other offers.

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