Founded in 2007 by father-son duo Doug and Scott Morris in Wellington, New Zealand, Sharesight was created to solve the problem of tracking true investment performance. The company provides a Software-as-a-Service (SaaS) platform for self-directed investors and finance professionals to track holdings, performance (including capital gains, dividends, and currency impact), and tax reporting for stocks, ETFs, and managed funds. In 2019, Sharesight was acquired by Morningstar, a leading provider of independent investment research. The platform supports over 40 global stock exchanges and is designed to be the single source of truth for an investor's portfolio.

Founded in

New Zealand