moomoo AU Help Center-How to Connect/Disconnect to Sharesight
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How to Connect/Disconnect to Sharesight

Sharesight is an online portfolio tracking and performance reporting tool that allows investors to track all their investment holdings in one place. It automatically calculates investment returns, fund dividends, and tax obligations, and generates comprehensive reports for easy tax filing.

1、Connect to Sharesight

Connect your moomoo account with Sharesight at
Your trade history will be synced immediately so you can get started managing your tax reports and investment performance. Simply sign in with an existing Sharesight account or create a new one. Make sure you have at least one portfolio set up in Sharesight. New accounts come with a default portfolio.

2、Disconnect to Sharesight

If you decide to stop auto-syncing to Sharesight in the future, you can disconnect your Sharesight account at any time.