We've partnered with Sharesight for portfolio tracking and performance analysis, giving you a clearer view of your returns and overall investment performance.
Our partnership
Sharesight helps you track your holdings, and evaluate the performance of your shares.
Once synced, your trades will automatically flow into Sharesight, giving you an easy way to access portfolio reporting.
You'll be able to track up to 10 holdings on a complimentary free plan, with the option to upgrade to a more comprehensive paid plan.*
Powerful performance
Sharesight can track the performance of your overall portfolio and individual holdings, all in one place. Capital gains, dividends, and currency movements are all shown in dollars and annualised percentages.*
Get all the information you need for comprehensive performance analysis in one integrated view.
How to integrate
To link Sharesight with your Invest account, simply log into the web platform and go to ‘Account’ > ‘Tax Portfolio & Reporting.
*Note
Features and functionality may be updated by Sharesight.
Some advanced function such as tax report may incur charges. Please refer to Sharesight’s pricing page for details.
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