Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

How we work together

Sharesight and Morningstar work together in the following ways:

• Sharesight relies on Morningstar’s data feed to track over 10,000 Australian and New Zealand managed funds (mutual funds).

• Morningstar Australasia Investor subscribers are able to track all their holdings in one place and take advantage of Sharesight's investment performance and tax reporting, built specifically for the needs of self-directed investors.

Sharesight CEO Doug Morris emphasized the value of Sharesight's robust API in helping make the integration possible.

"Sharesight's mission is to empower self-directed investors through technology. This integration uses the power of our APIs to complement the world-class research of Morningstar."

Learn more about Morningstar Investor:

Embedded content: https://youtu.be/NmimUTyw49A

Learn how to connect Morningstar and Sharesight:

Embedded content: https://www.youtube.com/watch?v=sM84JVci9GY

Read the official partnership announcement:
Morningstar brings Sharesight portfolio tracker to Investor subscribers