A comprehensive investment portfolio tracker and reporting tool for financial professionals.
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Boost revenue and grow your business
Sharesight Pro combines all the information accountants and financial advisers need to manage and report on client investment portfolios. Powerful stock market data aggregation tools save you hours of manual administration, while comprehensive tax and performance reports provide unparalleled insights.
End shoebox syndrome
Badgering clients for trade confirmations and dividend statements? Staff struggling with stale spreadsheets? Having everything in one place puts an end to file-chasing and ensures everyone’s on the same page.
Simplify portfolio admin
Imagine client portfolios that are always up-to-date with the latest trade, currency and corporate action data. Use your new-found time to attract new clients, or claim back some hours in your day.
Deepen client relationships
With tax and performance reporting taken care of, you’ll have more time for more rewarding, pro-active activities such as tax planning and forward-looking investment discussions.
Change the way you work
Keeping track of your client’s share portfolios used to be a hassle. Sharesight Pro makes it simple with automatic trade and dividend recording, and comprehensive tax and performance reporting.
Choose the level of detail you want in each portfolio – from opening balances to complete trading histories – all imported it in just a few clicks.
Sit back and watch as share prices, currency effects and corporate actions such as dividends and share splits are automatically incorporated.
Grant access to staff and clients according to the level of access they require: read, read/write, or admin.
Comprehensive tax reporting
Get everything you need for balance sheet preparation plus comprehensive tax-time reports including taxable income, historical cost, and more.
Seamless Xero integration
Synchronise share purchases, sales, and dividends to leading online accounting system Xero for easy bank statement reconciliation. Plus track cash balances for complete financial positions.
Powerful performance data
Analyse a portfolio or individual holding’s true returns – including brokerage, currency effects and dividends. Plus run easy-to-read diversity, asset allocation and contribution analysis reports.
Check your performance on the go. Sharesight is accessible from any device, including mobile, desktop and tablet.
Apply your logo to marketing flyers and PDF reports so they’re personalised with your company brand when you download and share them with clients.
Reach out to your dedicated account manager whenever you need assistance, plus leverage online tutorials and an active community forum.
Simple pricing, no commitment
Whether you need to track 5 portfolios or 500, you never pay more than $12 per portfolio, per month. And the more portfolios you set up, the more affordable it gets.
With Sharesight, there are no hidden fees, no extras that you have to pay for and no contracts. Just one simple price. And you can put us to the test with a free 30-day no-risk trial – no credit card required.
Sharesight Pro customer
“Sharesight has allowed us to assist our clients to manage their long-term investment strategies.”