Announcing a new partner — Macrovue
We’re excited to announce that Macrovue has partnered with Sharesight to offer their clients enhanced performance and tax reporting.
Macrovue is a next-generation online brokerage that makes it easy for Australians to invest in international shares through thematic portfolios of stocks called Vues. Their goal is to make the stock market borderless and accessible to everyone.
The investment team at Macrovue selects stocks that reflect an investment theme, market insight or innovative trend. Currently available Vues range from the traditional (Warren Buffett's Top Ten) to the new (The Internet of Things and Car of the Future).
Most of their Vues have been running for over 2 years and have generated impressive results. Here’s a look at five top performing Vues:
| Vues | Inception | Since Inception1 | 1 Year | 6 Months |
|---|---|---|---|---|
| Entertainment | 1-Jul-14 | 22.29% | 11.66% | 3.67% |
| Clean Tech | 1-Jul-14 | 17.43% | 15.51% | 7.88% |
| Tech Stars | 1-Jul-14 | 18.38% | 2.12% | 2.25% |
| India | 7-Apr-16 | 21.10% | N/A | 9.75% |
| Alcohol & Tobacco | 1-Jul-14 | 17.33% | 4.39% | -8.64% |
As of 5 December 2016
1Annualised performance where applicable
Additionally, investors can modify Vues to their liking, create their own, and use Macrovue as a traditional online broker to buy and sell securities. We like this approach because it’s not prescriptive and puts the investor in the driver’s seat.
Macrovue uses the Sharesight API to track their in-house Vues and to power the performance and tax reporting of the client-facing dashboard. Connecting our software development teams has enabled Macrovue to create a bespoke solution and keep control of the client experience. This is another terrific example of Sharesight as a platform.
We’re proud to partner with Macrovue. They’re a first rate example of the kind of talent emerging in the Australian fintech space.
FURTHER READING
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.