Blog

Automatically import Invest Direct trades to Sharesight

You can directly connect your Invest Direct account to Sharesight, allowing you to automatically sync your trades to your Sharesight portfolio.

Why Sharesight is the best portfolio tracker for financial advisors

Discover how Sharesight can transform your financial advice practice with client access, visibility, reporting and cost-effectiveness.

Track your Fidelity Investments trades in Sharesight

If you trade with Fidelity Investments, you can automatically track your trades in Sharesight, making it easier than ever to track your performance.

How I manage my SMSF with Sharesight

Sharesight chairman and experienced investor Andrew Bird shares how he uses Sharesight for his SMSF portfolio administration, performance and tax reporting.

Calculate portfolio risk with Sharesight's risk reporting tool

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.

Export your trading history with Sharesight's all trades report

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 exchange-traded funds (ETFs)

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.

Australian ETF distribution components now available for FY23/24

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

Track investments from leading Canadian brokers

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.

Automatically track your moomoo trades with Sharesight

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

Automatically add trades from E*TRADE into Sharesight

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

Track your Webull trades with Sharesight

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.