Portfolio Tool Powered By Sharesight
You can access the new and improved portfolio tool with a Morningstar Premium subscription^. Subscribe today to access the portfolio tool and explore all Morningstar Premium benefits.
Quick signup. No credit card required.
With Morningstar Premium's new and improved portfolio tool, you can now join thousands of Australian investors already using Sharesight to manage their investment portfolios. To get started, simply sign-up for a free trial, import your holdings, and watch as corporate actions such as dividends and stock splits are automatically incorporated.
As part of your Morningstar Premium subscription you will now have access to Sharesight’s Investor Plan valued at up to $372, which allows you to establish four separate portfolios with unlimited securities. Our new portfolio tool is now able to offer Premium subscribers the ability to:
- Track all their holdings in one place.
- Understand their true investment performance.
- Gain access to comprehensive tax reporting to help save time and money at tax time.
Subscribe to Morningstar Premium today: Get our exclusive Loyalty Rate of A$399 instead of the regular $649 to access this portfolio tool immediately, as well as all other Premium benefits.
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^Special offer refers to $399 for 12 months of online access. Regular rates apply to subscription renewals after the 12 months. This offer cannot be used in combination with any other promotional offers and cannot be used to extend an existing Premium Membership.