Sharesight is an award-winning investment portfolio tracker that provides reliable tax and performance reporting to over 80,000 investors and finance professionals around the world.
Sharesight + Xero
When you synchronise a Sharesight portfolio to Xero, details of share purchases, sales, and dividends flow into Xero automatically so they can be easily reconciled against bank statements and incorporated into personal wealth and budgeting pictures.
Furthermore, Sharesight can pull in bank account balances, term deposits and cash investments from Xero, so complete financial positions can be be viewed directly within Sharesight – 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 synched to Xero.