Tracking your share portfolios used to be a hassle. Sharesight makes it simple.


SharesightScreenshot.JPG - largeSharesight is the ultimate portfolio management software for your listed investments.


Sharesight's major time and hassle-saving feature is the ability to automatically record your sharemarket transactions. You only need to provide a one-time authorisation for your broker to send the contract note PDF automatically to your portfolio's unique email address. Or you can email it yourself. Either way, Sharesight imports the transaction information.


Sharesight has an authorisation relationship with all of the major brokers in Australia and New Zealand including Commsec, E*trade, Westpac Online Investing, nabtrade and many full-service brokers. See here for a full list.


With automated data entry of all your trades, portfolios are always up-to-date, making administration a breeze. Sharesight takes care of corporate actions such as dividends, share splits and capital returns. If necessary, you have the flexibility to edit populated data.


Other Sharesight features include:

  • Automatic calculation of portfolio performance on the fly
  • Capital gains, dividends and currency movements shown in dollars and annualised percentages
  • Sharesight's performance report calculates the performance of each shareholding and fund position within the portfolio over any time period. So you can easily identify non-performers.