Sharpyield: Portfolio Tracker

Sharpyield

About this app

Sharpyield combines your brokers into a single portfolio and tracks prices live. It shows dividends yet to be credited to your account, compares the portfolio to indices, and calculates investment income tax.

BROKERS COMBINED
Upload statements from each broker and Sharpyield reads them: purchases, sales, dividends, exchanges, splits, and other events. The portfolio is displayed in a single view, verified against the statements. It never asks for broker credentials.

LIVE PRICES
Stocks, ETFs, and crypto with quotes throughout the day, including pre- and post-market US trading. The Overview shows the portfolio's value, daily variation, and total return.

DIVIDENDS
What you've already received, the withholding tax on each payment, and upcoming dividends, with dates and projected amounts.

PERFORMANCE
The portfolio's return since inception, or from the year you choose, compared to the S&P 500 and other indices. Volatility, the biggest drop, and the Sharpe ratio are displayed sideways for those who want to see them.

INVESTMENT TAXES
Every sale and every dividend is already in the right place on the tax return. The Tax tab shows capital gains, dividends, and withholding tax for each year. The tax package includes pre-filled Annexes G and J. Sharpyield does not replace tax advice.

SHARPY, THE AI OF SHARPYIELD
Ask about your portfolio and receive answers with your numbers, the same ones on the screen. You can also connect your Claude or your ChatGPT to the portfolio, for read-only access.

PRIVACY
Data is encrypted and kept separate by account. Sharpy sees the portfolio, not who you are. The account is deleted in Settings.

TO LOG IN
Log in with your Sharpyield account, or create a new one. Some features, such as the number of brokers, live prices, projected dividends, and Sharpy, depend on the account plan. Sharpyield displays information about your portfolio: it does not provide investment advice or execute orders. Support is available by email at [e-mail].

What’s new

Os avisos passam a chegar com o nome e o ícone do Sharpyield.