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