Blog

Track foreign currency on Sharesight

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 22nd 2018

Investors can now track foreign currency holdings as an FX currency account in their Sharesight portfolio, with prices updated every 5 minutes (20 minute delayed). We’re using Open Exchange Rates’ API to bring investors intraday foreign exchange rates (in addition to intraday cryptocurrency prices).

Featured - Track foreign currency on Sharesight

Tracking foreign exchange investments in your Sharesight portfolio

Investors have been able to manually track cash investments in Sharesight using the custom investment feature for some time. Sharesight’s new FX account feature is a significant improvement, with intraday price updates at 5 minute intervals, plus the ability to denominate brokerage fees in the currency being traded.

Over 100 global currencies can be tracked using the FX account feature – plus a range of cryptocurrencies – with additional currencies to be added in the future.

FX page

Sharesight is your passport for investing

Sharesight understands the importance of diversifying your investments internationally. Adding intraday exchange rates (and now tracking over 40 markets around the world) is all part of our vision to be your “portfolio passport” and help you unlock your true performance potential.

Unlock your investor passport today

  1. Sign-up for a FREE Sharesight account.
  2. Add your FX currency holdings to your portfolio(s).
  3. Sharesight converts the prices and valuations of your holdings from their listed market to your portfolio’s base currency -- automatically!

FURTHER READING

How I manage my SMSF with Sharesight

How I manage my SMSF with Sharesight

by Andrew Bird | Nov 6th 2024

Sharesight chairman and experienced investor Andrew Bird shares how he uses Sharesight for his SMSF portfolio administration, performance and tax reporting.

Meg Heffron Division 296 tax

Division 296 tax: Essential strategies for SMSF trustees and advisors

by Stephanie Stefanovic | Nov 3rd 2024

For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.

Cybersecurity for advisors2

Cybersecurity best practices for financial advisors

by Stephanie Stefanovic | Oct 31st 2024

Learn how to protect your advisory practice from growing cyber threats and build resilience with key strategies for compliance and data security.