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Visualise your portfolio with Sharesight and Simply Wall St

by Doug Morris, CEO, Sharesight | Sep 27th 2016

We’re happy to announce that fellow fintech Simply Wall St has integrated with Sharesight.

This means that Simply Wall St customers can import their Sharesight portfolios into Simply Wall St in just a few clicks.

Simply Wall St. + Sharesight - featured

Simply Wall St provides a web and mobile application that helps people become better investors. Their stunning visual presentation of listed company data (and now your entire portfolio) are designed to help investors formulate investment decisions from complex financial information.

Simply Wall St. - Hero

In addition to analyst ratios and key balance sheet data, investors love their “snowflake” chart, which graphically demonstrates a company’s style. That is, whether the company is undervalued, yields meaningful dividends, or the strength of their underlying financials.

Simply Wall St. - Screenshot

Simply Wall St is applicable to self-directed and professional investors (especially to use with their clients). Give it a try and make sure to integrate your Sharesight portfolio to eliminate the setup work!

If you’re a developer or involved in fintech, this is another great example of what’s possible with the Sharesight API. Get in touch today to get access!

FURTHER READING

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | Jul 1st 2026

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

5 ways Sharesight helps Australian investors at at time (1)

5 ways Sharesight helps Australian investors at tax time

by Stephanie Stefanovic | Jun 29th 2026

Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.

How to present portfolio tax reports clients actually understand

How to present portfolio tax reports clients actually understand

by Stephanie Stefanovic | Jun 23rd 2026

Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.