Meet Sharesight. Simply the best portfolio admin & tax reporting tool for DIY investors.
Import your trading history, then sit back as new trades are recorded. Price changes, dividends, share splits, and currency movements.
All automated & online.
Real-time performance reporting, diversity reports, and more. Displayed in easy-to-read tables and charts.Learn More
Everything you need (including dividend & CGT reporting) for tax-time. Minus the paper trail and high accounting fees.Learn More
Sharesight provides a central, online repository for all your portfolio data, keeping it backed-up and secure. Access your portfolio data from anywhere and grant shared access to others. It’s the perfect solution for portfolios of all types: buy & hold investors, frequent traders, and SMSF trustees.
How it works
Setting up a portfolio is easy. Import your trading histories via CSV from any of the major brokers. Or for an even quicker start, begin with a trading balance. You can even reach back 20 years and enter trades manually.
No More Data Entry
Each time you trade, have your broker email over a copy of the PDF contract note. Sharesight will instantly record the transaction in your portfolio and save a copy of the PDF.
Sharesight automatically records corporate actions, including dividends, share splits, and capital returns. You’re free to edit all automatically populated data too.
With automated data entry of all trades, your portfolios are always up to date, making administration a breeze.Learn More
I’ve had shares since 2008, but this is the first time I’ve had any clue what they were worth as a whole, and can find out what’s happening to them – in any sort of timely fashion.
Just knowing it could function across the NZ and Australian markets handling both equities and debt securities, was a major plus for me.
You can tell people who actually do trading have had a big input into how Sharesight was designed.
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.
Sharesight takes all the hassle out of managing a share portfolio. I have never been able to get this level of detail on the performance of my shares anywhere else – even with share management software – thank you!
This is the best portfolio reporting tool I’ve seen. Sharesight is now my preferred tool to manage my own SMSF portfolio.
Sick of shoeboxes full of contract notes and stale performance reports? With Sharesight, your investment portfolio is safely stored online. So you can access it from anywhere, and share it with anyone you wish, including your accountant or financial advisor. This makes tax-time a breeze and leaves you free to focus on your investments, not the paperwork.
Whether you own stocks listed on the ASX, NZX, NYSE, NASDAQ, or LSE, Sharesight handles them all. And currency movements are automatically incorporated. Plus, over 10,000 Australian and New Zealand managed funds are now also available. And if you’re looking for a broader portfolio solution, cash administration is coming soon.
Sharesight automatically calculates the performance of your overall portfolio and individual shares on the fly. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages. Get all the information you need for comprehensive performance reporting, CGT, balance sheet preparation, and more.
We’ve partnered with leading online accounting system Xero in order to provide a seamless solution between portfolio management and portfolio accounting. And Sharesight works in the same, easy way as Xero. So if you like Xero, you’ll love Sharesight.