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. 

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