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Sharesight Portfolio Management
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29/09/2021 08:03a.m.
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Direct Broking clients can establish an electronic connection between their
Direct Broking portfolio and the Sharesight portfolio management system.
Once established, the connection automatically delivers share trading data from
Direct Broking and records it in your Sharesight portfolio, where it is then
combined with information from the stock exchanges to automatically record
dividends and to administer events such as share splits and bonus issues.
Establishing the connection with
Direct Broking will not override your existing Sharesight portfolio and if you
have more than one Sharesight portfolio, you can instruct the Direct Broking portfolio
of your choice to connect to the Sharesight portfolio of
your choice.
There are no additional charges from Direct Broking for this service.
About Sharesight
Sharesight provides an online share portfolio management solution that can save
you time and money by giving you online access to all the data required for
your tax returns, including detailed foreign investment calculations, at the
click of a button. Financial reporting information is also provided for
those who hold shares in a family trust. Additionally, you can share your
Sharesight portfolio in a secure way with your advisor, accountant or anyone
else you choose.
Sharesight also shows you the annualised performance of each share and your
total portfolio. This allows you to compare your share returns with other
investment options such as a bank deposit. Returns can be viewed in
dollars or annualised percentages over the time period of your choice.
Sharesight offers a free version of its online portfolio management software
suitable for managing up to 10 shareholdings. The free version of Sharesight
provides all the share investment information you need for your tax return, including
access to detailed performance reports. You can upgrade your plan at any time if you
have more than 10 shareholdings or need more sophisticated functionality. Full pricing
information is available on the Sharesight website.
Existing Direct Broking clients:
New Direct Broking clients:
(an Direct Broking account is needed to establish the Direct Broking-Sharesight connection.)
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