Blog

Blog | News

Sharesight has partnered with Direct Broking

by Scott Ryburn, CTO, Sharesight | Sep 22nd 2010
26-Mar-2019 -- Article updated to reflect that Direct Broking was acquired by First NZ Capital Securities Limited (FNZC) from ANZ Bank in December 2018.

We are delighted to announce that Sharesight has partnered with Direct Broking so you can choose to have share trading data automatically recorded in Sharesight.

featured - Sharesight + Direct Broking

Who is Direct Broking

Located in Wellington, Direct Broking is a leading online share broker in New Zealand. They provide an efficient, easy and affordable DIY share and bond trading service to thousands of investors in New Zealand. And they provide access, by phone or internet, to share markets in New Zealand, Australia and the US and UK.

Connect your Direct Broking account to Sharesight

Direct Broking has leveraged the Sharesight API to allow their clients to automatically push trade data into their Sharesight portfolios.

If you're a Direct Broking customer, you can log in to your trading account and follow the simple online process to connect your Direct Broking account to your Sharesight portfolio. If you're not already a Sharesight client, you can subscribe to Sharesight as part of this process.

Once the connection is set up, any trades placed via Direct Broking will automatically be recorded into your Sharesight portfolio. This eliminates the need to manually record trade data into Sharesight each time you buy and sell shares!

Learn more and get started

FURTHER READING

InstructAnt Sharesight AdviserLogic testimonial2
Case studies

How InstructAnt improves client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

Australian ETF components 2022-2023
Product features

Australian ETF distribution components now available for FY22/23

by Stephanie Stefanovic | Sep 10th 2023

Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.

Sharesight product updates September 2023
Product updates

Sharesight product updates – September 2023

by Ben Clendon | Sep 8th 2023

Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.