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Drawdown risk report

Calculate portfolio risk with Sharesight's risk reporting tool

by Ben Clendon and Stephanie Stefanovic | Oct 27th 2024

We explain the concept of risk, how it is calculated and how Sharesight’s risk reporting tool is one way that investors can calculate risk in their portfolio.

All trades report (1)

Export your trading history with Sharesight's all trades report

by Stephanie Stefanovic | Oct 13th 2024

Sharesight’s all trades report makes it easy to view your trading history at a glance, or export the data to send to your accountant.

How to track ETFs

How to track exchange-traded funds (ETFs)

by Stephanie Stefanovic | Sep 13th 2024

In this article we discuss the history of ETFs, some of the tax considerations for investors and how you can track the performance of your ETFs with Sharesight.

ETF components

Australian ETF distribution components now available for FY23/24

by Stephanie Stefanovic | Sep 9th 2024

Sharesight now has updated ETF distribution component information for the FY23/24 Australian tax year for most Australian ETFs.

CA broker support

Track investments from leading Canadian brokers

by Stephanie Stefanovic | Aug 29th 2024

If you’re a Canadian investor, you can easily import your trades in stocks, ETFs and mutual funds directly into Sharesight from a range of leading brokers.

Track moomoo trades with Sharesight

Automatically track your moomoo trades with Sharesight

by Stephanie Stefanovic | Aug 20th 2024

By connecting moomoo and Sharesight, you can automatically sync your trades to your Sharesight portfolio, making it easier than ever to track your performance.

E TRADE

Automatically add trades from E*TRADE into Sharesight

by Stephanie Stefanovic | Aug 13th 2024

E*TRADE Financial is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio.

Track Webull trades with Sharesight

Track your Webull trades with Sharesight

by Stephanie Stefanovic | Aug 8th 2024

If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.

Equity Mates news feed Sharesight

Get Equity Mates insights in Sharesight

by Stephanie Stefanovic | Jul 29th 2024

Stay on top of your ASX and US investments with access to Equity Mates news and market insights, right in your Sharesight portfolio.

Swissquote

Automatically track Swissquote trades with Sharesight

by Stephanie Stefanovic | Jul 18th 2024

If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.

Track RBC Direct trades with Sharesight

Import RBC Direct Investing trades to Sharesight

by Stephanie Stefanovic | Jul 14th 2024

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

Taxable income report for Australian investors

Taxable income report for Australian investors

by Stephanie Stefanovic | Jul 8th 2024

Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.