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Morningstar brings Sharesight portfolio tracker to Premium subscribers

by David Olsen, Senior Marketing Manager - Content/SEO, Sharesight

Sharesight is excited to be working with leading investment research provider Morningstar Australasia to bring our award-winning portfolio tracker technology to Morningstar Premium subscribers.

Morningstar Premium offers independent investment research, tools, and insights to help investors make informed investment decisions and reach their financial goals with confidence.

By working with Sharesight, Morningstar Premium subscribers will be able to track all their holdings in one place and take advantage of Sharesight’s investment performance and tax reporting, built specifically for the needs of self-directed investors.

The power of the Sharesight API

Sharesight CEO Doug Morris emphasized the value of Sharesight’s robust API in helping make this integration possible.

“Sharesight’s mission is to empower self-directed investors through technology. This integration uses the power of our APIs to complement the world-class research of Morningstar”

Doug recently caught up with Mark Lamonica the Senior Product Manager, Individual Investor, Morningstar Australasia to talk about the integration, watch their discussion below:

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Sharesight, empowering self-directed investors through technology

Through combining Sharesight’s award winning portfolio tracker, with Morningstar’s data, analytics and research, investors will have a holistic view of their portfolios.

Stay tuned for updates on when Sharesight will be officially available to Morningstar Premium Subscribers.