Perfect Portfolio Management
Meet shareview. Simply the best portfolio admin & tax reporting tool for DIY investors.
shareview share portfolio management software provides a central, online repository for all your portfolio data, keeping it backed-up and secure. Access your portfolio data from anywhere and grant shared access to others. Its the perfect solution for portfolios of all types: buy & hold investors, frequent traders, and SMSF trustees.
All your investments, in one place
Whether you own shares listed on the ASX, NZX, NYSE, NASDAQ, or LSE, you can track them all with shareview.
Plus, you can also monitor:
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Managed Funds
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ETFs
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mFunds
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Listed Bonds
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Cash & Fixed Interest
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Unlisted Assets
...And currency movements are automatically incorporated and included in your total position.
How it works
Effortless Setup
Setting up a portfolio is easy. Connect to your online broker and import all of your historical trading data within just a few clicks. Or import your trading history via CSV or by entering trades manually.
No More Data Entry
Each time you trade, have your broker email over a copy of the PDF contract note. shareview will instantly record the transaction in your portfolio and save a copy of the PDF.
Painless Administration
shareview automatically records corporate actions, including dividends, share splits, and capital returns. You’re free to edit all automatically populated data too.
With automated data entry of all trades, your portfolios are always up to date, making administration a breeze.
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