Skip to main content

Posted in Services we Offer.

Portfolio Management with Sharesight

Sharesight ProBay Financial Partners Limited is a Sharesight Professional Partner.

Sharesight is a professional online portfolio management system which makes tracking your investments performance easy. contact us by email at admin@bayfinancialpartners.co.nz or by phone on 07 578 3863 today to find out how you can automate your share portfolio reporting.

Don't be fooled by the name Sharesight can look after more than shares, it will report the income for most listed securities and price an awful lot of managed funds, including KiwiSaver funds. If you want to you can also create your own securities eg to keep track of a rental property or your surfboard collection.

If you'd like to know more phone Andrew on 07 578 3863 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

1. Easy Performance Reporting 2. No More Data Entry 3. Manage Investments Not Paper
4, Reduce Accounting Fees 5. International Shares - No Problem 6. Incredibly Cost Effective

What does Sharesight Pro Cost?

  • $23.00 per month paid monthly in advance
  • $19.00 per additional portfolio
  • No contract, no cancellation fee
  • All prices include gst and are subject to change without notice.

  • Last updated on .