It would include fixed income and cyptos more widely than it does. As well the app was quite a let down. Room to improve with little effort if the put their minds to it.

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.

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.