Topic: Sharesight Features & Tips

Sharesight’s Multi-Period Report presents a portfolio’s returns over up to five distinct or cumulative periods so investors can explore their true performance.

Investors trading with US broker Robinhood can automatically import trades in stocks and ETFs to their Sharesight portfolio.

With Sharesight, investors can track the price and performance of over 40,000 Canadian mutual funds along with the rest of the investments in their portfolio.

Sharesight now has updated ETF distribution component information for the FY20/21 Australian tax year for the majority of ETFs in Australia.

Sharesight now tracks over 75 currencies, allowing users to track FX holdings and hold investments denominated in a vast range of global currencies.

With Sharesight, investors can track more than 240,000 stocks, ETFs and funds on over 40 leading global stock exchanges.

Sharesight Pro provides a low-cost alternative to WRAP platforms with advantages for advisors and their clients including easy data aggregation and reporting.

Australian investors trading with Bell Potter can automatically import trades in stocks and ETFs to their Sharesight portfolio.

Why do financial advisers use Sharesight Pro? We discuss four key reasons: Client demand, client access, cost-effectiveness and complete visibility.

Sharesight users can easily track their investments in US stocks, with intraday pricing for key US markets and support for a range of leading US brokers.

Investors trading with global broker IG Markets can automatically import trades in stocks and ETFs to their Sharesight portfolio.

Sharesight’s Diversity Report makes it easy for investors to determine their asset allocation and rebalance their portfolio as needed.

Interactive Brokers clients can easily sync their account’s trading history to a Sharesight portfolio to unlock world class portfolio performance insights.

Investors trading with European broker FinecoBank can automatically import trades in UK stocks to their Sharesight portfolio

We are pleased to announce the launch of intraday pricing for leading global markets such as the Nasdaq, New York Stock Exchange and the London Stock Exchange.

It’s easy for investors to save time and money at tax time by sharing access to their Sharesight portfolio with their accountant. Keep reading to learn more.