Latest posts
Aussie Firebug podcast interview with Sharesight CEO
Sharesight user and FIRE investing advocate Aussie Firebug speaks with Sharesight CEO Doug Morris on the Aussie Firebug podcast about performance, tax and FIRE.
Improved portfolio trading cash account tracking
Sharesight's Cash Account feature is now even better, allowing investors to now track their broker trading cash accounts in Sharesight automatically.
4 metrics to monitor the health of your investment portfolio
Understanding how your portfolio has been performing overall, not just in the past month, is the best antidote to help you make the best decisions. Here's how:
Sharesight: The Xero add-on for investment portfolios
When linked to Xero, Sharesight provides a seamless solution between investment portfolio management and accounting. Here’s how.
Easily import Hatch trades to Sharesight
We’ve worked with New Zealand broker Hatch to make it easy to import trade details into Sharesight -- simply by using our Trade Confirmation Emails feature
ETF and managed fund tax improvements for Australians
Sharesight has a new solution to help you record the tax components of trusts such as managed funds and ETFs correctly for your Australian tax return.
Attribution Managed Investment Trust tax calculations
Australian investors face some new & potentially complex tasks when completing their 2018 ATO Tax Return, particularly if they earn income from managed trusts.
Improved Canadian portfolio benchmarking
Canadian investors, if you haven’t used Sharesight’s benchmarking feature, now’s the time to try it, as we’ve made it even better.
Improved LIC capital gain reporting for Australian investors
Just in time for FY2017/2018 tax returns we’ve added a helpful new feature to Sharesight to assist Australian investors in Listed Investment Companies (LICs).
Sharesight data now available in myprosperity
myprosperity has partnered with Sharesight to offer their clients the ability to view their investment data within the myprosperity wealth portal.
How Sharesight makes ETF tax admin easy
We’ve made significant improvements in how Sharesight handles the data underpinning ETF income distributions and how we report these for Australian investors.
How to calculate your 2017-2018 capital gains tax
Forget your spreadsheet. The best way to calculate your investment portfolio’s CGT obligations is to use Sharesight’s Capital Gains Tax Report.