Sharesight

Sharesight’s portfolio tracking technology generates simplified share trading summaries that take the complexity out of taxation reporting and performance analysis.

Through this joint solution, Saxo clients in Australia will be able to easily obtain personalised reports for both performance tracking and tax reporting purposes, including capital gains tax reports and dividend income reports, as well as benchmarking insights to track against the market.

Challenge: Find a technology-first partner that gives access to multiple markets and instruments

Sharesight’s customers come from over 90 countries and are always looking to diversify their portfolios across geographic areas and asset classes. As a technology-driven company, Sharesight was looking to partner with a broker that shares its commitment to providing professional-grade tools to self-directed investors.

Saxo Markets serves a significant number of clients in Australia, who trade FX, CFDs, stocks, options and futures all from a single account.

Having a robust tax reporting solution is important to Saxo Markets’ Australian customers. As a customer-centric platform, Saxo Markets was keen to partner with a technology solution that was up for the challenge.

Solution: To partner with Saxo through the open API

Sharesight’s open banking model makes it simple for Saxo to connect their platforms and offer an optimised experience to their customers. Integration via open API allows Saxo Markets’ clients in Australia to create and share enhanced trading summary reports in just one click.

Partnering with Saxo gives Sharesight clients the opportunity to expand their portfolio holdings across 36 international exchanges and over 40,000 instruments.

“Our integration with Sharesight is a natural fit as both of our companies are committed to providing self-directed investors with tools that are often only available to professional investors. This integration also makes tax reporting easier for our clients, a seamless, integrated solution to reduce the ongoing burden of tax administration.”

Adam Smith
CEO, Saxo Markets

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