Portfolio Tool Powered By Sharesight
Sign up for a free 4-week trial to access the Sharesight portfolio tool.
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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 three 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.
Get access to this tool and explore all Premium benefits with a free Morningstar Premium trial^. No credit card required.
How Does Premium Empower Investors?
Since 1984, Premium has seen firsthand how good advice can help people reach their financial goals. See what Morningstar Premium subscribers have to say about their experience.
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We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.
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Mathilde, Morningstar Premium Investor
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^This offer is limited to new clients and cannot be used in combination with any other promotional offers and cannot be used to extend an existing Premium Membership. One free trial per household. Existing clients, please call 1800 034 455 or email firstname.lastname@example.org.