Morningstar offers Sharesight to Investor subscribers
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:
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:
-
Track all of your investments in one place, including global stocks, ETFs, mutual/managed funds, property and even cryptocurrency
-
Automatically track your dividend and distribution income from stocks, ETFs and mutual/managed funds
-
Run powerful reports built for investors, including Performance, Portfolio Diversity, Contribution Analysis, Multi-Period and Multi-Currency Valuation
-
Easily share access of your portfolio with family members, your accountant or other financial professionals so they can see the same picture of your investments as you do
Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.
FURTHER READING
Evaluate your investment returns with the performance report
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
5 ways Sharesight helps Australian investors at tax time
Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.