Sharesight collaboration now backed by Webull AU
Webull Securities (Australia) Pty Ltd has announced a partnership with Sharesight, an award-winning online portfolio tracker, set to revolutionise investment management for Australian users. The partnership, scheduled to go live on the 25th of July 2025, aims to provide Webull users with a unified, streamlined experience, offering clarity and control over portfolio performance and tax.
With this integration, Webull users can say goodbye to spreadsheets and welcome a single, unified dashboard that aggregates investment data from multiple accounts, including self-managed super funds (SMSFs) and company accounts. This comprehensive view of portfolios across different account types provides a clear and concise overview of investment activities.
The partnership also offers automatic importing of trades made on Webull, allowing users to track their holdings and portfolio performance efficiently. The integration supports detailed tax analysis, helping Webull users optimise their tax reporting and improve tax efficiency, especially beneficial for investors managing complex investments and multiple markets.
Sharesight caters to investors with holdings across different markets and currencies, making it easier for Webull users investing internationally to monitor their portfolio performance in one place. The integration is designed to handle the needs of active traders and long-term investors managing sophisticated tax obligations.
Rob Talevski, CEO of Webull Securities Australia, states that the partnership with Sharesight is designed for serious investors. Doug Morris, CEO of Sharesight, believes the collaboration will bring world-class portfolio and tax reporting tools to more Australian investors.
Key benefits of the partnership include enhanced tax efficiency and reporting, streamlined trade importation, improved portfolio oversight, and multi-account aggregation. These features are designed to improve investment control and decision-making, making investing simple and clear for Webull users.
For more information about the Webull-Sharesight integration, investors can visit the Webull website (https://www.webullcorp.com/) or download the latest version of the Webull app. The partnership's goal is to make investing simple and clear, empowering Australian investors to take control of their financial future.
[1] Unified Dashboard Aggregation: Sharesight's integration provides Webull users with a single, unified dashboard that aggregates investment data from multiple accounts, including self-managed super funds (SMSFs) and company accounts. This enables a comprehensive view of their portfolios across different account types.
[2] Comprehensive Portfolio Tracking: Sharesight offers automatic importing of trades made on Webull, allowing users to track their holdings and portfolio performance efficiently. This supports managing multiple portfolios with no limit on holdings and gives insightful portfolio analysis tools.
[3] Enhanced Tax Efficiency and Reporting: The integration supports detailed tax analysis, helping Webull users optimise their tax reporting and improve tax efficiency.
[4] Support for Global and Multi-Currency Investments: Sharesight caters to investors with holdings across different markets and currencies, making it easier for Webull users investing internationally to monitor their portfolio performance in one place.
[5] Award-Winning Technology: Sharesight is an established, trusted online portfolio tracker with over 500,000 users worldwide, lending credibility and robust functionality to the partnership.
- By partnering with Sharesight, Webull users can expect to efficiently manage their investments through a single, unified dashboard, aggregating data from various accounts such as self-managed super funds and company accounts, enhancing their control over their financial business.
- This partnership also brings advanced technology to Webull users, offering automatic trade importing, comprehensive portfolio tracking, detailed tax analysis, and support for global investments, all aimed at improving investment decisions and optimizing tax reporting in the competitive field of finance.
