,
  • Features
  • For business
  • Pricing
  • Help
  • Blog
Log inSign up

How can we help?

Help centre
Sharesight Business

Sharesight Business

Referring clients
Share a portfolio with a client
Add & manage colleagues
Add a Macquarie Cash Management Account (CMA)
Getting Started with Sharesight Business account
Apply your logo to reports & flyers
Maintain a custom investments across multiple portfolios
Sharesight Business dashboard
Sharesight AdviserLogic Integration

Try Sharesight today

Track 10 holdings for free.
Sign up for free
FeaturesTax reportingPerformanceDividendsDividend calculatorAustralian CGT calculatorInvestment calculatorAverage price calculatorSupported brokersSupported marketsSupported softwareData security
For businessPartner directoryFor accountantsFor advisersFor SMSFs
PricingBusiness pricing plan
HelpBlogCommunity forumWebinars & eventsBecome a partnerBecome an affiliateOur developer API
AboutOur teamMedia
Check us out on FacebookCheck us out on X
Switch region:
GlobalAustraliaCanadaEuropeNew ZealandUnited KingdomUnited States
© 2025 Sharesight Ltd. All rights reserved.   Privacy Policy   Terms of Use   Cookie Policy