Become a better investor
Take control of your portfolio with Sharesight’s award-winning portfolio tracker.
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Your investments in one place, not all over the place
Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide, plus NZ and AU managed funds. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties. And it’s all wrapped up in an easy-to-use online portfolio tracker.
Powerful features that will help make you a better investor
Know your true performance and make insight-driven decisions, with a powerful portfolio tracker built for investors, by investors.
Sign up and add your holdings – either by connecting to your broker, uploading a spreadsheet, or manually entering your entire trading history or an opening balance.
Multiple asset classes
Track shares, ETFs, LICs, NZ/AU listed bonds and managed funds. Plus, global currencies (including crypto), private equity, alternatives, real estate and other investments.
Sit back and watch as share prices, currency effects and corporate actions such as dividends and stock splits are automatically incorporated, going back 20 years and ongoing.
Analyse your portfolio or individual holding’s total annualised returns – including the impact of capital gains/losses, brokerage, currency effects and dividends.
Chart your performance, benchmark your portfolio against the market, and visualise your asset allocation and portfolio diversity by country, sector, or your own custom groupings.
Get everything you need for balance sheet preparation plus comprehensive tax reports including taxable income, FIF, traders tax, sold shares, historical cost, and more.
Check your performance on the go. Sharesight is accessible from any device, including mobile, desktop and tablet.
Grant secure access to your family members, accountant, and advisor, according to the level of access they require: read, read/write, or admin.
Tracking multiple portfolios, brokers, and currencies
just got a lot easier
Do you manage multiple portfolios, such as a trading account and a KiwiSaver? And do you use different brokers, or trade on stock markets other than your local exchange? If you answered yes to any of these questions, then Sharesight will be even more valuable for you:
Track multiple portfolios
Manage all your portfolios in one place, including your day-to-day trading account, KiwiSaver and more. You no longer need to log in to each brokerage account to see how you're doing. Instead, let Sharesight give you a holistic view of your investments.
See currency impacts
See the impact of currency fluctuations on your holdings and portfolio. Plus, use the Multi-Currency Valuation Report to view your portfolio in over 100 currencies. This is especially handy if you trade in currencies other than the New Zealand dollar.
Make tax time a breeze
Leverage Sharesight's record-keeping features to save time and money at tax time. With everything in one place – including taxable income, FIF and traders tax – you'll have everything you need to do your taxes or share the info with your accountant.
Don't just take our word for it
Over 300,000+ investors track their investments with Sharesight. Here’s what a few of them have to say:
Users from 100+ countries
Stock exchanges supported
Stocks, ETFs and funds tracked
Online brokers supported