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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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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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

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.

Peter Small Director
Fluid Financial Planning

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.

Columba Cryan Head of Information Products NZX