Sharesight is trusted by three of the “Big Four” accounting firms to aggregate clients’ trading and dividend history, and provide comprehensive capital gains and taxable income reporting. Sharesight also syncs cash balances from Macquarie CMA and Xero, and pushes details of share trades and dividends into Xero for seamless reconciliation. With everything in one place and updated in real-time, Sharesight saves hours of data-chasing and manual calculations at tax time.
Sharesight is an award-winning investment portfolio tracker that provides reliable performance and tax reporting to over 300,000 investors and finance professionals around the world. Sharesight makes it easy to track various investments in one place — everything from shares, ETFs, and managed/mutual funds, to foreign currencies (including cryptocurrencies). Sharesight syncs with brokers to import historical and future trades, plus it leverages 20 years of historical data to automatically track corporate actions such as dividends and share splits.