Blog

Simplify property tax & investment tracking with TaxTank + Sharesight

Simplify property tax management with the Sharesight + TaxTank integration—track CGT, investment income, and tax data in one seamless, automated platform.

3 ways Sharesight helps Canadians at tax time

Are you a Canadian investor filing taxes for the 2024 financial year? Here are 3 Sharesight features that save Canadian investors time and money at tax time.

Benchmark your portfolio against any stock, ETF or fund

When you track your investments with Sharesight, you can benchmark your portfolios against any of the 750,000+ global stocks, ETFs and funds that we support.

Why Sharesight is the best multi-asset portfolio tracker

We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.

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.

5 ways to get the most out of Sharesight's taxable income report

Sharesight’s taxable income report lists all dividend, distribution and interest payments received by an investor during a selected period.

Canadian capital gains tax report makes tax time easy

Sharesight’s capital gains tax report is the ultimate CGT calculator for investors, helping Canadians save time and money at tax time.

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.