Visualise your portfolio with Sharesight and Simply Wall St
We’re happy to announce that fellow fintech Simply Wall St has integrated with Sharesight.
This means that Simply Wall St customers can import their Sharesight portfolios into Simply Wall St in just a few clicks.
Simply Wall St provides a web and mobile application that helps people become better investors. Their stunning visual presentation of listed company data (and now your entire portfolio) are designed to help investors formulate investment decisions from complex financial information.
In addition to analyst ratios and key balance sheet data, investors love their “snowflake” chart, which graphically demonstrates a company’s style. That is, whether the company is undervalued, yields meaningful dividends, or the strength of their underlying financials.
Simply Wall St is applicable to self-directed and professional investors (especially to use with their clients). Give it a try and make sure to integrate your Sharesight portfolio to eliminate the setup work!
If you’re a developer or involved in fintech, this is another great example of what’s possible with the Sharesight API. Get in touch today to get access!
FURTHER READING
Active vs. passive investing
What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.