Blog

Morningstar offers Sharesight to Investor subscribers

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Feb 18th 2020

Sharesight is excited to be working with leading investment research provider Morningstar Australasia to bring our award-winning portfolio tracker technology to Morningstar Investor subscribers.

Morningstar Investor offers independent investment research, tools, and insights to help investors make informed investment decisions and reach their financial goals with confidence.

By working with Sharesight, Morningstar Investor subscribers will be able to track all their investments in one place and take advantage of Sharesight’s award-winning investment performance and tax reporting, built specifically for the needs of self-directed investors.

The power of the Sharesight API

Sharesight CEO Doug Morris emphasized the value of Sharesight’s robust API in helping make this 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"

Doug recently caught up with Mark Lamonica the Senior Product Manager, Individual Investor, Morningstar Australasia to talk about the integration, watch their discussion below:

Embedded content: https://www.youtube.com/embed/bx7fqbgo_uc

Sharesight, empowering self-directed investors through technology

Through combining Sharesight’s award winning portfolio tracker, with Morningstar’s data, analytics and research, investors will have a holistic view of their portfolios.

What are you waiting for? Sign up so you can:

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

FURTHER READING

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.

Sharesight April product updates 2025

Sharesight product updates – April 2025

by Ben Clendon | Apr 8th 2025

This month's focus was on improving cash account syncing, revamping the future income report and enabling Apple login functionality.

Case study performance and tax

Why Strawman’s founder uses Sharesight to track performance and tax

by Stephanie Stefanovic | Apr 2nd 2025

We spoke with Andrew Page, founder of Strawman.com, about how he uses Sharesight to track his portfolio and how it benefits investors.