Latest posts
How to track DRP residual balances
Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.
Canadian Capital Gains Tax Report
Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.
Enhanced investment search tool
Our new and improved investment search tool allows you to search on any listed company or ticker code without first specifying its market or country.
How to get help within your Sharesight portfolio
You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?
3 reasons why your return figures may seem incorrect
Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.
How to calculate your 2016 FIF income
Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.
Announcing a new partner — Bank of Queensland
Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.
Making the most out of your Sharesight subscription at EOFY
Take advantage of the specific tax reporting features within Sharesight that will save you time, money and admin-related headaches this EOFY.
Asset allocation reporting in Sharesight
Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).
Announcing Custom Groups
Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.
Sharesight Pro portfolio search tool
We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.
How to confirm your trades with the Contract Notes Inbox
The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.