How do I connect to Sharesight?

How do I connect to Sharesight?


We have recently have teamed up with award winning portfolio manager Sharesight with a direct API connection between Sharesight and the Marketech Focus platform.

To learn how to connect to Sharesight click here. 

With Sharesight, you can:
· Track your dividends Import your trading history from all your brokers, and watch as corporate actions such as dividends, and stock splits are automatically incorporated.
· Powerful reports Reports that provide you with information on how to track all your investments in one place.
· Tax reporting Share access to your portfolio and tax reports with your accountant in a few clicks and you’ll be on your way to saving time and money during tax time.

Above all, it’s a great way for you to keep all records related to your direct shares, managed funds, and other investments in one place. 

Once you have created a Sharesight account, you can then log into Sharesight in the Portfolio section of the platform:
​

  1. Within your portfolio, click the  icon.
  2.  will allow you to auto-sync your trading history to Sharesight.
Click on the Sharesight logo, then "get started with Sharesight' and you will be asked to create a Sharesight account, or link an existing account. 


    • Related Articles

    • How can I view my portfolio and trading history?

      You can easily download a CSV or PDF file of your Portfolio Valuation, Trading History, Account Ledger or Cash Transactions from within the platform. Simply follow these steps: Click the icon at the top left of the screen. This opens the Portfolio ...

    • What are the fees for Marketech?

      Access to Marketech’s FocusLite platform is free, with our powerful tools and and comprehensive media available to all. For those who want to trade, and those who just want access to live data, the monthly access fee unlocks our ultra-low brokerage ...

    • How long does it take to transfer money into my Macquarie CMA

      Cleared funds must be available in your Macquarie account the day before you expect to use the funds. The receipt of funds into your Macquarie CMA is dependent upon your payment method. EFT (electronic funds transfer) - transfers from a Macquarie ...

    • How do I transfer funds through OFX?

      OFX setup steps: Sign up for a Personal Account here. Have your ID ready as this will be required by OFX. Expect a call from an OFX customer support representative who can: Answer any questions and help you finalise your account setup Help you set up ...

    • Sophisticated Investor/Wholesale Client

      Who/what is Sophisticated Investor/Wholesale Client? A Sophisticated Investor/Wholesale Client is a person/entity with a certificate from a qualified accountant confirming that they meet prescribed financial criteria specified in the Corporations ...