Morningstar offers Sharesight to Investor subscribers

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 18th 2020

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

Morningstar Investor 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 Investor subscribers will be able to track all their investments in one place and take advantage of Sharesight’s award-winning 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:

Embedded content:

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.

What are you waiting for? Sign up so you can:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.


Track AJ Bell trades with Sharesight

Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Sharesight email alerts

Stay on top of your Sharesight portfolio with email alerts

by Stephanie Stefanovic | Jun 17th 2024

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.