Sharesight has removed the need for spreadsheets and my clients can quickly and easily track how their investments are performing. Finally I have found a reporting tool that I am happy to recommend to clients.
I built the online trading application for JBWere. This is the best portfolio reporting tool I’ve seen. Sharesight is now my preferred tool to manage my own SMSF portfolio.
John Edwards Sharesight customer
Sharesight’s strength is its use of complex currency, dividends and tax data to enable investors to simply and accurately calculate returns and related tax exposure.