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Track stocks on the Vienna Stock Exchange with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Jun 16th 2023

Sharesight’s portfolio tracker allows investors to track over 1,000 stocks and ETFs on the Vienna Stock Exchange (Wiener Börse AG), with automatic dividend tracking and daily price and performance updates. This is in addition to our existing support for other key markets such as the London Stock Exchange (LSE), New York Stock Exchange (NYSE), Nasdaq and over 40 other leading global markets. Our extensive market and broker support also allows investors to effortlessly track all their investments in one place, while taking advantage of Sharesight’s powerful performance reports, dividend tracking and tax reporting features.

Vienna Stock Exchange Sharesight

What is the Vienna Stock Exchange?

Founded in 1771, the Vienna Stock Exchange (also known as the Wiener Börse AG) is one of the world’s oldest stock exchanges. The Vienna Stock Exchange is the only securities exchange in Austria. It also owns and operates the Prague Stock Exchange (which Sharesight also supports) and provides market infrastructure to other exchanges in Central, Eastern and Southeastern Europe.

Why investors should track Vienna Exchange investments with Sharesight

With Sharesight, investors can easily track the price and performance of stocks listed on the Vienna Stock Exchange, alongside investments across a wide range of global markets, asset classes and brokers. By consolidating all of their investments in Sharesight, investors gain a portfolio-wide view of their performance, benefitting from daily price updates for the Vienna Exchange, plus advanced reporting designed for the needs of self-directed investors. In addition, Sharesight’s annualised performance calculation methodology gives investors the complete picture of their portfolio returns by calculating the impact of capital gains, brokerage fees, dividends and foreign exchange rates on performance.

Track dividend income from Vienna Exchange stocks

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income and includes this information when calculating your performance. In the screenshot below for example, dividends make an important contribution to this stock’s returns, showing the value of a portfolio tracker that includes more than just capital gains in its performance calculations.

Vienna Stock Exchange dividend stock

An example of a Vienna Exchange stock in an investor’s portfolio, with dividends contributing 7.62% to the total return, along with 16.22% in capital gains and -1.10% in currency gains.

Run powerful performance reports built for investors

For investors who want a more detailed breakdown of their portfolio’s performance, Sharesight offers a range of powerful reports including:

  • Performance: Calculate your total portfolio returns over any selected period.

  • Diversity: Discover how the assets in your portfolio are diversified across different investment sectors, investment types, countries and markets.

  • Contribution analysis: Measure the impact of your holdings and asset allocations on your overall portfolio performance.

  • Future income: View announced dividends and interest payments expected for investments in your portfolio.

  • Multi-currency valuation: See the value of your holdings denominated in the currency of your choice.

  • Multi-period: Compare your portfolio returns over different time frames to see the impact of time on your performance.

Calculate the impact of Vienna Exchange investments on your portfolio’s returns

In the screenshot below, you can see the contribution analysis report (sorted by market) being used to assess the ‘weight’ of various markets in a US investor’s global portfolio. This would be particularly useful for an investor looking to compare the relative contribution of their Vienna Stock Exchange investments to the total return on their portfolio, for example.

In this example, the Nasdaq is the most significant contributor to the portfolio’s returns, accounting for 51.39%% and $98,152; while the Athens Stock Exchange (ASE) is the biggest detractor from the portfolio’s returns, accounting for 3.44% and $6,571. By comparison, the Vienna Stock Exchange accounts for 3.58% and $5,837.34. The report also includes a detailed breakdown of each individual holding’s returns.

Contribution analysis global portfolio US investor

The contribution analysis report being used for a US investor’s global portfolio, including stocks and ETFs on the ASE, NASDAQ, NYSE, VIE and TYO, as well as US funds and foreign exchange.

How to track stocks on the Vienna Exchange with Sharesight

  1. If you’re not using Sharesight yet, sign up for a FREE account to get started.

  2. Add your holdings to your portfolio by searching for the relevant stock code under the market code VIE. Alternatively, you can add holdings through Sharesight’s File Importer feature.

  3. Sharesight will automatically fill in the price history and performance valuation for your holdings by end-of-day on a daily basis. It will also backfill past dividends (and continue to add new ones as they are announced) – plus factor in the impact of any currency fluctuations on your performance.

Vienna Stock Exchange Add trades to Sharesight

Track all your investments in one place with Sharesight

Investing in assets on the Vienna Stock Exchange and other global markets? Sign up for Sharesight so you can:

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

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FURTHER READING

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