Chief Executive Officer
CurrentSharesight gives investors and financial professionals the ability to aggregate their investment accounts and sync trading, dividend, and corporate action data going forward - automatically - all within our easy to use, cloud-based portfolio admin system.Get all of your accounts speaking the same language. Sharesight is the "source of truth" for hands on investors, accountants, SMSFs, and financial advisers seeking to maintain one, cost-effective source of investment performance and tax positioning.Keep track of your daily performance, adjust tax treatments, run bespoke reports, even connect to our add-on partners like Xero and CMC Markets.Sharesight is perfect for anyone seeking a cost-effective solution to portfolio admin. Spend less time and money up front, and spend more time making better investment decisions.Free trial access: www.sharesight.com