Sharesight has been tracking investment portfolios since 2007, when it launched as a way to make the job simpler for users in Australia and New Zealand. It now covers more than 700,000 stocks, ETFs and funds across more than 60 markets for over 500,000 investors, recording trades, dividends and corporate actions automatically through hundreds of broker integrations.

The company’s argument is that a broker dashboard shows only part of the picture. Income, fees and currency effects belong in the same view as price movement, and most investors still assemble that view by hand across spreadsheets, dashboards and share registry data.

In this Behind the Idea, Doug Morris, chief executive officer at Sharesight, discusses the gap between access to investing and understanding of it, the constant upkeep behind broker integrations, and where a global portfolio tracker goes next.

1. Tell us more about your company and its offering

Sharesight is an online portfolio tracking platform that gives investors a complete and accurate view of their investments. We support more than 500,000 users globally, tracking over 700,000 stocks, ETFs, managed/mutual funds and precious metals across more than 60 markets. The platform automatically records trades, dividends and corporate actions through integrations with hundreds of brokers, while also supporting a wide range of asset types including cash and alternative investments.

What sets Sharesight apart is our focus on true performance. That means going beyond simple price movements to account for income, fees and currency effects, all in one place. By bringing everything together into a single reporting layer, we replace the need for spreadsheets and fragmented tools, helping investors and professionals understand exactly how their portfolios are performing, regardless of how many asset types they hold.

2. What problem was your company set up to solve?

Sharesight was built to address a fundamental gap between access to investing and understanding of it. It has never been easier to buy and sell investments across multiple asset classes, but the tools available to track and interpret ‘true’ performance haven’t kept pace. Most investors still rely on a mix of broker dashboards, spreadsheets and share registry data, each showing only part of the picture which excluding crucial return factors such as dividends, currency movements and other items from the user’s view.

That fragmented approach creates a real problem: if you can't see your portfolio clearly across markets and asset types, it’s much harder to make confident decisions. Investors end up misinterpreting performance, overlooking income, or underestimating risk.

Sharesight solves that by acting as a central layer that brings all portfolio data together, giving investors a clearer, more complete picture of what they own and how it’s actually performing.

3. Since launch, how has your company evolved?

Since launching in 2007, Sharesight has grown significantly in both scale and platform capability. What began as a way to make portfolio tracking simpler for users in Australia and New Zealand has grown into a global platform used by more than 500,000 investors, with a heavy userbase in the UK, USA, Canada and European markets too.

We have grown our supported investment holdings in less than 20 years to over 700,000 stocks, ETFs and funds across more than 60 markets, alongside cash and alternative assets, with hundreds of broker integrations helping to automate record-keeping.

Our customer base has also expanded beyond individual ‘DIY’ investors to now include accountants, advisers and professionals; but as we’ve grown, our focus to help people get a clear, complete view of their investments and true portfolio performance has remained the same.

4. What has been the biggest challenge or most ‘tricky moment’ to overcome?

Broker integrations are one of the more complex areas of what we do: brokers continually change their layouts, interfaces, APIs and data formats, which requires constant upkeep for a platform that aims to bring everything together, while still keeping things simple for investors who may be less familiar with software.

Investor education is the other side of the challenge. Many investors are used to relying on the tools their broker provides, even though those tools often show only a partial picture. Making the case for a consolidated view, and why it matters, takes time, particularly for those who’ve always trusted their adviser or broker’s dashboard without question. Building a product that sits above existing systems rather than replacing them requires a different mindset, from both users and partners.

5. What are your biggest achievements or ‘proudest moment’ so far?

A significant milestone has been building a global user base of more than 500,000 investors who rely on Sharesight to track their portfolios. That level of adoption reflects a clear market need and reinforces our role in helping investors understand their financial position with confidence.

Beyond scale, I’m proud of Sharesight’s ability to cover a wide range of asset classes, markets and integrations, while maintaining a consistent focus on true performance and usability. Seeing the platform used not only by individual investors but also by accountants, advisers and professional users is rewarding. It speaks to the value of having a shared, reliable view of portfolio data.

6. How would you describe the culture of your company?

We’ve built our culture around clarity, practicality, and a strong focus on our users. Many of our team members are keen investors themselves, which I think gives us a natural edge: we’re often building for people who share our own curiosity about markets and portfolio performance.

We’re solving a problem that directly affects how people make important financial decisions, so we operate with a clear responsibility to keep things accurate, transparent, and easy to understand.

We’re also a genuinely global product, used by investors all over the world, and our team reflects that, with a wide range of nationalities represented for a company our size.

7. What’s in store for the future?

Looking ahead, we’re excited to keep building on our already strong portfolio tracking foundation, with a rich pipeline of highly-requested features on the roadmap. Our users are full of great ideas, and we love that.

We’re also continuing to build authority around investment clarity and more niche asset classes, while expanding our presence in key markets, the UK being a great example, where we’re seeing strong growth off the back of a genuinely strong investing culture there.

There’s a growing recognition that while access to investing has improved dramatically, understanding hasn't kept pace, and that’s a real opportunity for us.

From a product perspective, that means continuing to enhance our reporting capabilities and broadening the range of assets and integrations we support. From a market perspective, it means contributing more actively to the conversation around investor behaviour, portfolio complexity, transparency, and long-term wealth building.

As investing becomes more accessible, we want to make sure investors have the tools and clarity to actually make sense of it all.

About Doug Morris

Doug is the Chief Executive Officer of Sharesight and a leading voice in the Australasian FinTech and SaaS industries. He began his career with Morningstar, Inc. (NASDAQ: MORN) in Chicago, IL, where he served in a project management role within the investment management business. Doug then joined the Business Development Group and relocated to Sydney where he focused on growing adviser and institutional business lines. Doug then served as Product Manager for Morningstar Adviser Research Center, a platform serving financial advisers and then Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution. Doug joined Sharesight as General Manager in 2013, before being named CEO in May 2015.

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