Sharesight

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Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

Know your real performance
Compare performance across all of your brokers and assets with detailed reporting, charts, price and currency updates.

Automate your dividend tracking
Watch as corporate actions such as dividends, DRPs and share splits are automatically updated in your portfolio.

Instantly share your tax reports
Share your portfolio and tax reports with your accountant and save time, money and hassle during the tax season.

In the news

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Overview

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.

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

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Sharesight - Simply the best portfolio tracker for DIY investors

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

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Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com