+01 339 231 8125

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Investment Banking
Investment Portfolios

Sharesight provides a comprehensive reporting suite crafted specifically by investors to cater to investors' needs. This suite equips you with the essential tools to assess your portfolio's performance, analyze its diversity, and make more informed investment decisions now and in the future.

Exchange trade funds

Evaluate the performance of your investments across as many as five distinct or combined time periods using the Multi-Period Report. Analyze your portfolio's capital gains, payout gains, and currency gains expressed in either percentage or monetary terms over the selected durations.

Asset Management

Monitor your asset allocation and assess your portfolio diversity using the Diversity Report, whether based on FACTSET investment classifications or your own custom groupings. This tool simplifies rebalancing your portfolio to align with your target asset allocation.

Financial Advisors

Integrate your clients' portfolio data with our system to automatically import share transactions in real time, including purchases, sales, and dividends. This provides greater transparency, simplifies portfolio reconciliation with bank statements, reduces manual work, and offers a consolidated view of investments alongside Xero financial data, such as bank balances, term deposits, and cash investments.

Stocks

Use the Performance Report to analyze how capital gains, dividends, and currency fluctuations affect your portfolio. Evaluate your performance across various preset and customizable dimensions such as country, market, industry, and more. Compare the outcomes of different investments within your portfolio while utilizing custom labels to refine and filter the report further.

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Since 1986

About Us

Stone Investment Banking is dedicated to mobilizing capital to support governments, corporations, institutions, and individuals globally in reaching their financial aspirations. With 40 years of experience, the firm has built a solid reputation for leveraging innovative strategies to tackle complex challenges that remain unparalleled in many respects. As a longstanding leader in a constantly evolving financial industry, Stone Investment Banking continues to push boundaries, offering strategic advice, exceptional service, and new opportunities to its clients. The firm's commitment to excellence and first-rate service is underpinned by five core values: prioritizing clients, acting with integrity, fostering innovation through exceptional ideas, embracing diversity and inclusion, and contributing to the community. These principles guide the efforts of over 73,000 employees across 1,200 offices in 41 countries. 

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Customized financial guidance from reliable professionals Partnering with our advisors means receiving a personalized financial strategy and an investment portfolio tailored to your specific goals, all supported by the expertise of Stone Investment Banking. Schedule your complimentary, one-on-one investment consultation by connecting with Stone Investment Banking representative. Our team is available Monday through Friday from 9 AM to 5 PM ET.

Call us today at +01 339 231 8125 or complete a form, and we’ll reach out to you.

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Portfolios
Receive a personalized financial plan and investment portfolio tailored to your goals. Work with dedicated advisors who provide expert guidance on financial planning, investments, retirement, and wealth management through phone or video consultations. Benefit from ongoing support, a wide range of investment options, and integrated banking, investing, and borrowing solutions. Contact us today to get started.
Contact us

Contact us today

Reach out to us for inquiries, support, or to schedule a consultation.