Website: https://www.sharesight.com/au/

Affiliation: Partner

Description: Sharesight is a leading portfolio tracking and management platform. With comprehensive features including performance tracking, tax reporting, and dividend management, Sharesight provides a clear overview of your investment portfolio.

Import Your Portfolio from Sharesight

1. Access the Portfolio Entry Section:

From your Diversiview dashboard, select the Sharesight logo in the “Import From Your Platform/Broker” section.

How to import your portfolio from Sharesight to analyse and optimise in Diversiview.

2. Connect your Sharesight Account:

After picking Sharesight, log in to your account using your credentials.

Log in to Sharesight on Diversiview to import your portfolio.

3. Import Your Portfolio:

After your Sharesight account is connected, in the drop-down menu, choose the portfolio you wish to import. Click on the blue ‘Import’ button.
You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.

Select the portfolio you wish to import from Sharesight to analyse and optimse in Diversiview.

4. View Your Analysis Report:

Within a few minutes, your comprehensive portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.

Getting started with Diversiview review your Portfolio Analysis Report.

By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.