Blog

Import your Praemium portfolio into Sharesight

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Mar 28th 2019

You asked for it, and we delivered. It’s now even easier for investors using Praemium to get started tracking the performance of their investment portfolio with Sharesight. Praemium clients can now import their trading history directly into Sharesight with our broker import wizard -- unlocking the power of Sharesight’s award-winning performance and tax reporting in a few easy steps.

featured - Import your Praemium portfolio into Sharesight

How to import your Praemium portfolio into Sharesight

Importing your Praemium portfolio into Sharesight is easy. All you need to do is:

Once your trades are imported, Sharesight will automatically calculate the impact of most corporate actions that impact your portfolio (including dividends and share splits).

Sharesight Hero - featured (1200x630)

Try Sharesight’s award-winning portfolio tracker and:

  • Run powerful tax reports built for Australian investors -- so you’ll always know exactly where you stand in terms of your franking credits and capital gains tax
  • Offset your capital gains by modelling the impact of tax loss selling
  • Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology
  • Automatically track daily price & currency fluctuations, as well as corporate actions such as dividends and share splits
  • Track all your investments in one place by importing trades from over 100 brokers

Sharesight is the same low price, no matter your portfolio size -- sign-up for free and get started today!

FURTHER READING

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

Why KmacD Financial uses Sharesight

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

release notes

Sharesight product updates – November 2023

by Ben Clendon | Nov 10th 2023

The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.