Blog

Sharesight connects to amscot Stockbroking and State One

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Oct 9th 2017

The team at Sharesight are excited to announce that amscot Stockbroking, along with associated brands amscot Advisor Services & State One Stockbroking can now connect their trading accounts directly to Sharesight. They’ve joined the growing ecosystem of Sharesight connected brokers that use the Sharesight API to give their clients access to the comprehensive portfolio and tax reporting, dividend tracking and performance analysis offered by Sharesight.

Featured-Sharesight-amscot-stockbroking

Investors with amscot Stockbroking on the amscot Value plan can buy or sell shares on the Australian Securities Exchange (ASX) from just $9.90 for trades up to $12,850 (or only 0.077% -- whichever is greater) which we think is great value and one of their key strengths in the Australian market.

Both amscot and State One clients can connect their trading accounts directly to Sharesight and gain access to Sharesight’s performance tracking, tax reporting, and our award-winning connection to Xero. This will import your trading histories, including past buys and sells, dividends, and corporate actions all across to Sharesight in just a few clicks. Ongoing trades get automatically recorded in Sharesight as well.

Sharesight welcomes broker partners like amscot Stockbroking who focus on doing what they do best (providing some of the best value brokerage in Australia) and who connect with Sharesight to offer their customers access to advanced performance calculations and tax reporting.

If you’re a broker that would like to join the Sharesight ecosystem. Read about why you should join the Sharesight partner ecosystem and get in touch 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.