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Diversiview by LENSELL integrates with Sharesight
Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios' health, diversification and risk & return positions.
Easily prepare SoAs by connecting Sharesight and ProductRex
ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.
Get Firstlinks insights within Sharesight
We've partnered with Firstlinks (formerly Cuffelinks) to bring you the latest ASX investing insights directly into your Sharesight portfolio.
Track your Stropro alternative investments using Sharesight
Stropro has partnered with Sharesight to make it easy to track alternative investment holdings alongside the rest of your portfolio using the Sharesight API.
Get net wealth insights with PocketSmith and Sharesight
By connecting Sharesight and PocketSmith, investors can automatically sync the value of their Sharesight portfolios & gain net wealth insights with PocketSmith.
See how time impacts your portfolio with the multi-period report
Sharesight's multi-period report presents a portfolio’s returns over up to five distinct or cumulative periods so investors can explore their true performance.
Automatically track Robinhood trades with Sharesight
Investors trading with US broker Robinhood can automatically import trades in stocks and ETFs to their Sharesight portfolio.
Track Canadian mutual funds with Sharesight
With Sharesight, investors can track the price and performance of over 40,000 Canadian mutual funds along with the rest of the investments in their portfolio.
Australian ETF distribution components now available for FY20/21
Sharesight now has updated ETF distribution component information for the FY20/21 Australian tax year for the majority of ETFs in Australia.
Track investments in over 100 currencies
Sharesight now tracks over 100 currencies, allowing users to track FX holdings and hold investments denominated in a vast range of global currencies.
Track stocks on over 60 global exchanges with Sharesight
With Sharesight, investors can track more than 240,000 stocks, ETFs and funds on over 60 leading global stock exchanges.
Benefits of Sharesight's professional plan vs WRAP platforms
Sharesight provides a low-cost alternative to WRAP platforms with advantages for advisors and their clients including easy data aggregation and reporting.