Sharesight

Automatically track investment portfolios and synchronise share purchase, sale and dividend data to Xero for easy bank reconciliation.

Overview

Sharesight is an award-winning investment portfolio tracker that provides reliable performance and tax reporting to over 200,000 investors and finance professionals around the world. Sharesight makes it easy to track various investments in one place — everything from shares, ETFs, and managed funds, to foreign currencies (including cryptocurrencies). Sharesight syncs with brokers to import historical and future trades, plus it leverages 20 years of historical data to automatically track corporate actions such as dividends and share splits.

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Sharesight + Xero

Connecting Sharesight to Xero enables seamless syncing of share purchases, sales and dividends into Xero to be easily reconciled against bank statements and incorporated into personal wealth and budgeting pictures.

Plus, synching bank account balances, term deposits and cash investments from Xero into Sharesight provides a complete financial position – automatically, and in real-time.

Getting started

Simply sign-up for Sharesight, add your portfolio holdings, connect to Xero within Sharesight, and watch as trades are automatically synced to Xero.

Explore how to setup Sharesight

4.6

13 Reviews

5 star

(85%)

4 star

(8%)

3 star

(0%)

2 star

(0%)

1 star

(8%)

John Cooling

Posted

Just cant understand the enthusiasm of other reviews for the Sharesight/Xero integration. Its been a real problem for me. The big issues are all the extra work it creates at tax time to reconcile income transactions. Income from funds are a particular problem. the handful of different categories the income needs to be broken down into for the tax return is just not catered for. For the last two years I have had to reverse and renter manually over 80% of transactions to get the books straight. (took about 3 weekends to finish it) The second thing is Xero's integration with NAB does not match the level of integration of sharesight. I have no problem getting buys and sells from Nabtrade loaded automatically into sharesight but Xero doesn't integrate with the Nabtrade accounts. I have turned the automatic integration off now and am looking at Quick books as a cheaper and simpler solution for my SMSF book keeping. Also starting to question the value of Sharesight vs Nabtrade and Comsec.

Taryn Port

Posted

Sharesight and Xero are a great combination for clients with investment portfolios. Once set up the integration works really well with income flowing from the portfolio through sharesight to Xero. Will save a lot of time in the second year and onwards.

Phillip Edwards

Posted