Blog

Sharesight is a certified Xero network partner

by Scott Ryburn, CTO, Sharesight | Aug 11th 2009

We are pleased to announce that Sharesight has become a certified Xero network partner. Xero is a market leading online accounting system which Sharesight has partnered with in order to provide a seamless solution between portfolio management and portfolio accounting. Learn more about Xero, free trial accounts are available.

Sharesight + Xero - Featured

The Xero Synchronisation feature allows you to connect your portfolio to your Xero account. This allows you to send details of share purchases, sales, and dividends to Xero as draft invoices, which can then approved for inclusion in your financial accounts and used to reconcile against your bank account.

If you have a Xero account, Xero synchronisation can be set up by clicking settings, then 'Xero Synchronisation' for the portfolio that you wish to connect. Note that you must first generate a Sharesight Network key from within Xero. Full instructions can be found in our Sharesight + Xero help documentation.

FURTHER READING

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Top countries and brokers Aussies use to invest in global markets

by Stephanie Stefanovic | Oct 31st 2024

Looking at data from our userbase, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.

Top 20 NZ trades Oct24

Top trades by New Zealand Sharesight users — October 2024

by Stephanie Stefanovic | Oct 30th 2024

Welcome to Sharesight’s October 2024 trading snapshot for New Zealand, featuring the top 20 trades made by New Zealand Sharesight users.

Top 20 trades Global Oct24

Top trades by global Sharesight users — October 2024

by Stephanie Stefanovic | Oct 29th 2024

Welcome to Sharesight’s October 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.