Blog

Announcing a new partner — Bank of Queensland

by Doug Morris, CEO, Sharesight | Jun 10th 2016

We're excited to announce Bank of Queensland is now offering their clients access to Sharesight. Bank of Queensland's unique owner-branch model is well suited to our values at Sharesight. BOQ serves the communities they operate in, just as we like to serve investors.

Bank of Queensland + Sharesight

Investors using BOQ Trading can link to Sharesight for performance tracking, tax reporting, and our award-winning connection to Xero. Portfolio histories, including past buys and sells, dividends, DRPs, and corporate actions are all available on Sharesight in just a few clicks. Ongoing trades are automatically recorded as well. It's easy to import portfolios from other brokers for a total wealth perspective.

hero - sharesight + boq

Bank of Queensland offers their clients low-cost brokerage rates, market leading research, charting, mFunds, and analytical tools for active traders. And with the addition of Sharesight, all investors -- those with a few shares and those running an SMSF -- will benefit from an easy-to-use, but powerful portfolio platform that connects to a growing ecosystem of investor-friendly applications. We focus on making it easy for investors to gain an accurate picture of their portfolio’s performance and to end the reliance of spreadsheets and manual efforts. Welcome Bank of Queensland clients!

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.