Through partnership with Sharesight, Saxo Australia offers clients an advanced tax reporting service directly in the platform.



Company Size

20 employees


Wellington, New Zealand

Sharesight’s portfolio tracking technology generates simplified share trading summaries that take the complexity out of taxation reporting and performance analysis.

Through this joint solution, Saxo clients in Australia will be able to easily obtain personalised reports for both performance tracking and tax reporting purposes, including capital gains tax reports and dividend income reports, as well as benchmarking insights to track against the market.

Challenge: Find a technology-first partner that gives access to multiple markets and instruments

Sharesight’s customers come from over 90 countries and are always looking to diversify their portfolios across geographic areas and asset classes. As a technology-driven company, Sharesight was looking to partner with a broker that shares its commitment to providing professional-grade tools to self-directed investors.

Saxo Markets serves a significant number of clients in Australia, who trade FX, CFDs, stocks, options and futures all from a single account.

Having a robust tax reporting solution is important to Saxo Markets’ Australian customers. As a customer-centric platform, Saxo Markets was keen to partner with a technology solution that was up for the challenge.

Solution: To partner with Saxo through the open API

Sharesight’s open banking model makes it simple for Saxo to connect their platforms and offer an optimised experience to their customers. Integration via open API allows Saxo Markets’ clients in Australia to create and share enhanced trading summary reports in just one click.

Partnering with Saxo gives Sharesight clients the opportunity to expand their portfolio holdings across 36 international exchanges and over 40,000 instruments.

“Our integration with Sharesight is a natural fit as both of our companies are committed to providing self-directed investors with tools that are often only available to professional investors. This integration also makes tax reporting easier for our clients, a seamless, integrated solution to reduce the ongoing burden of tax administration.”

Adam Smith
CEO, Saxo Markets

Activate Sharesight portfolio tracker from a Saxo platform

Connect now


About Sharesight

Sharesight is an award-winning fintech company with offices in Wellington, New Zealand and Sydney, Australia. Its secure, online portfolio tracker and performance reporting tool is used by over 100,000 DIY investors and finance professionals in over 90 countries. Sharesight syncs with brokers to track trades, dividends, and corporate actions automatically, and allows clients to securely share portfolio access with others. For more information visit:

Saxo Capital Markets (Australia) Limited
Suite 1, Level 14, 9 Castlereagh St
Sydney NSW 2000

Contact Saxo

Select region


The Saxo trading platform has received numerous awards and recognition. For details of these awards and information on awards visit

Saxo Capital Markets (Australia) Limited ABN 32 110 128 286 AFSL 280372 (‘Saxo’ or ‘Saxo Capital Markets’) is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms, Financial Services Guide, Product Disclosure Statement and Target Market Determination to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

Trading in financial instruments carries various risks, and is not suitable for all investors. Please seek expert advice, and always ensure that you fully understand these risks before trading. Saxo Capital Markets does not provide ‘personal’ financial product advice, any information available on this website is ‘general’ in nature and for informational purposes only. Saxo Capital Markets does not take into account an individual’s needs, objectives or financial situation. The Target Market Determination should assist you in determining whether any of the products or services we offer are likely to be consistent with your objectives, financial situation and needs.

Apple, iPad and iPhone are trademarks of Apple Inc., registered in the US and other countries. AppStore is a service mark of Apple Inc.

The information or the products and services referred to on this website may be accessed worldwide, however is only intended for distribution to and use by recipients located in countries where such use does not constitute a violation of applicable legislation or regulations. Products and Services offered on this website is not intended for residents of the United States and Japan.

Please click here to view our full disclaimer.