Portfolio Management made easy

  • Easy, 2 minute sign up
  • Instant performance reporting
  • Automatic trade processing
  • Save on accounting fees
  • Worry-free access everywhere
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Sharesight for Accountants and Advisors
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1. Easy performance reporting Let Sharesight automatically calculate the performance of your total portfolio and each share. Capital gains, dividends and currency movements are all shown in dollars and annualised percentages.

2. No more data entry  Each time you trade, you (or your broker) can simply email a copy of the contract note to Sharesight and the transaction will be automatically recorded in your Sharesight portfolio.

3. Manage investments, not paper  Sharesight automatically handles dividends, splits, amalgamations and bonus issues, leaving you free to manage your investments, not the paperwork.

4. Reduce accounting fees  Whether your portfolio is in the name of an individual, company or trust, Sharesight instantly provides all the necessary accounting data. You can even share your portfolios with your accountant.

5. International shares? No problem  It’s easy to deal with international holdings. Sharesight works just as well with NYSE, NASDAQ and LSE shares as it does with ASX and NZX listings.

6. Incredibly cost-effective  Get all these features from just $19 a month – less than the cost of an hour of your accountant’s time. Or check out our FREE plan if you own less that 10 shares.

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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.
Columba Cryan Head of Information Products NZX
Sharesight is looking very slick. I’ve been looking for a Web 2.0 style portfolio manager and this looks like it will hit the spot.
Rod Drury CEO Xero
One of my favourite apps – accurate, automated and so easy to use. Highly recommended to my clients, and an accountants dream with Xero.
Adele Wardley ASquaredAdvisers
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