Tracking cash investments

Content also available for tax entities or on our global site.

There are five ways to track cash investments such as bank accounts, term deposits, fixed interest securities, foreign exchange and broker-linked cash accounts in Sharesight:

Note: This feature is available to the Investor and Expert plans.
  • Integrate a Xero Cash Account with Sharesight - track cash investments for any account that is supported by Xero bank feeds. This automatically displays an up to date and ongoing cash balance within your Sharesight portfolio and is incorporated into the portfolio value.
Note: This feature is currently only available on Investor and Expert plans.
Note: This feature is currently only available on Sharesight Pro clients only and is not available on the Investor or Expert plan.

Last modified on July 26, 2019 UTC