This is the best portfolio reporting tool I’ve seen. Sharesight is now my preferred tool to manage my own SMSF portfolio.
Just knowing it could function across the NZ and Australian markets handling both equities and debt securities, was a major plus for me.
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.