Sharesight + Xero
Sharesight, with its powerful performance and tax reporting, gives you unmatched tracking and insight into your investment portfolio.
Leading online accounting system Xero offers crucial cash management and straightforward budgeting. Used together, they provide a seamless solution between investment portfolio management and accounting.
Why connect Sharesight to Xero?
Access your finances 24/7
Categorise your bank transactions, reconcile your trade & dividend data, and track your cash balances alongside your investments — from anywhere, anytime.
Take the pain out of tax time
With your trade data in Sharesight and your deductions (including saved receipts) in Xero, you’ll save both time and money this tax season.
Share unlimited access
Share access with your accountant or financial adviser. They’ll have full visibility into your financial health - not just at tax time, but throughout the year.
How it Works
Reconcile your investment transactions
When you synchronise your Sharesight portfolio to Xero, details of your share purchases, sales, and dividends will flow into Xero automatically so they can be easily reconciled against your bank statement and incorporated into your personal wealth and budgeting picture.
Manage your cash balances
Furthermore, Sharesight can pull in your bank account balances, term deposits and cash investments from Xero, so you can view your complete financial position directly within your Sharesight portfolio – automatically, and in real-time.
If you like the investment insight you get from Sharesight, you’ll love the complete financial picture you get by connecting your portfolio to Xero.