Sharesight x Pearler - Getting your portfolio ready for EOFY

Learn how to make the most of your Sharesight account on Pearler for efficient tax reporting and planning for FY24. We guide you through the process of integrating Sharesight with Pearler to improve your investment tracking experience.

Webinar recording from 26 June 2024

0:00 - Intro
1:54 - Agenda
2:52 - How Pearler and Sharesight work together
5:46 - Tax reporting with Sharesight
19:13 - Q&A

Speakers:
Ricky Yeo, Head of Customer Service at Sharesight
Cathy Sun, Customer Success Manager at Pearler

Moderated by:
Hemangi Dharmadhikari at Sharesight

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Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.

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https://www.sharesight.com

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https://help.sharesight.com

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https://community.sharesight.com