Visualise your portfolio with Sharesight and Simply Wall St
We’re happy to announce that fellow fintech Simply Wall St has integrated with Sharesight.
This means that Simply Wall St customers can import their Sharesight portfolios into Simply Wall St in just a few clicks.
Simply Wall St provides a web and mobile application that helps people become better investors. Their stunning visual presentation of listed company data (and now your entire portfolio) are designed to help investors formulate investment decisions from complex financial information.
In addition to analyst ratios and key balance sheet data, investors love their “snowflake” chart, which graphically demonstrates a company’s style. That is, whether the company is undervalued, yields meaningful dividends, or the strength of their underlying financials.
Simply Wall St is applicable to self-directed and professional investors (especially to use with their clients). Give it a try and make sure to integrate your Sharesight portfolio to eliminate the setup work!
If you’re a developer or involved in fintech, this is another great example of what’s possible with the Sharesight API. Get in touch today to get access!
FURTHER READING
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
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If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.