Sharesight

Other

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

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

View integration details

About Sharesight

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.

Explore all Features of Sharesight

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.

Getting started

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

Explore how to setup Sharesight

Summary


Developer

Sharesight

Added on

08/11/2009

Integration details


Xero

Countries

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

Languages

English

Categories


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