{"id":127,"date":"2024-08-02T04:59:13","date_gmt":"2024-08-02T04:59:13","guid":{"rendered":"https:\/\/diversiview.online\/partner-directory\/?p=127"},"modified":"2025-06-13T01:30:25","modified_gmt":"2025-06-13T01:30:25","slug":"sharesight","status":"publish","type":"post","link":"https:\/\/diversiview.online\/partner-directory\/sharesight\/","title":{"rendered":"Sharesight"},"content":{"rendered":"\n
\n
\n
\"Sharesight<\/figure>\n<\/div>\n\n\n\n
\n

<\/p>\n\n\n\n

Website<\/strong>: https:\/\/www.sharesight.com\/au\/<\/a><\/p>\n\n\n\n

Affiliation<\/strong>: Partner<\/p>\n\n\n\n

Description<\/strong>: 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.<\/p>\n<\/div>\n<\/div>\n\n\n\n

Import Your Portfolio from Sharesight<\/h1>\n\n\n\n

1. Access the Portfolio Entry Section:<\/h2>\n\n\n\n
    \n
  • From your Diversiview dashboard, select the Sharesight logo in the \u201cImport From Your Platform\/Broker\u201d section.<\/li>\n<\/ul>\n\n\n\n
    \"How<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    2. Connect your Sharesight Account:<\/strong><\/h2>\n\n\n\n
      \n
    • After picking Sharesight, log in to your account using your credentials.<\/li>\n<\/ul>\n\n\n\n
      \"Log<\/figure>\n\n\n\n
      <\/div>\n\n\n\n

      3. Import Your Portfolio:<\/strong><\/h2>\n\n\n\n
        \n
      • After your Sharesight account is connected, in the drop-down menu, choose the portfolio you wish to import. Click on the blue \u2018Import\u2019 button.<\/li>\n\n\n\n
      • You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.<\/li>\n<\/ul>\n\n\n\n
        \"Select<\/figure>\n\n\n\n
        <\/div>\n\n\n\n

        4. View Your Analysis Report:<\/strong><\/h2>\n\n\n\n
          \n
        • 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.<\/li>\n<\/ul>\n\n\n\n
          \"Getting<\/figure>\n\n\n\n
          <\/div>\n\n\n\n

          By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.<\/p>\n","protected":false},"excerpt":{"rendered":"

          Website: https:\/\/www.sharesight.com\/au\/ Affiliation: Partner Description: Sharesight is a leading portfolio tracking and management platform. With comprehensive features including performance tracking, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"Diversiview Partners | Sharesight - Stock Portfolio Tracker","_seopress_titles_desc":"Connect Sharesight stock portfolio tracker with Diversiview. Seamlessly import an investment portfolio for in-depth portfolio performance analysis & optimization.","_seopress_robots_index":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[6,38],"tags":[8,14,16,17],"class_list":["post-127","post","type-post","status-publish","format-standard","hentry","category-broker","category-partner","tag-broker","tag-partner","tag-portfolio","tag-sharesight"],"_links":{"self":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/127","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/comments?post=127"}],"version-history":[{"count":18,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/127\/revisions"}],"predecessor-version":[{"id":660,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/posts\/127\/revisions\/660"}],"wp:attachment":[{"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/media?parent=127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/categories?post=127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diversiview.online\/partner-directory\/wp-json\/wp\/v2\/tags?post=127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}