Sharesight

What is Sharesight?

Sharesight is an online investment portfolio tracking solution used by over 100,000 DIY investors and finance professionals across more than 90 countries. The platform leverages 20 years of historical data and seamlessly syncs with brokers to automatically track trades, dividends, and corporate actions, eliminating the need for manual data entry. Users can utilize Sharesight to generate powerful performance and tax reports with a single click, helping to streamline investment tracking and tax preparation. The platform also offers an award-winning integration with Xero, allowing users to connect their investment data directly to their accounting software. Additionally, Sharesight enables users to securely share their portfolio with anyone they choose, facilitating collaboration and financial transparency

Highlights

• Automatic tracking of trades, dividends, and corporate actions through broker integration
• Comprehensive performance and tax reporting capabilities
• Award-winning integration with Xero accounting software
• Secure portfolio sharing with unlimited access for collaborators