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Sharesight

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

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.

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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.

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Made by Sharesight
Added in 2009

Countries

Australia, Canada, Global, Hong Kong, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

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