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Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

Tax loss selling for Australian investors

Tax loss selling for Australian investors

by Angela Thompson | May 28th 2024

A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight's unrealised CGT report can help.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Sharesight and Desktop Broker

Effortlessly track clients’ trades with Sharesight and Desktop Broker

by Stephanie Stefanovic | Apr 21st 2024

Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.

Track stocks on the LSE with Sharesight

Track stocks on the London Stock Exchange with Sharesight

by Stephanie Stefanovic | Apr 15th 2024

With Sharesight, you can automatically track the price and performance of thousands of stocks and ETFs on the London Stock Exchange (LSE).

Track your TFSA with Sharesight

Track your TFSA with Sharesight

by Stephanie Stefanovic | Apr 11th 2024

You can easily track your Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to your non-registered, RRSP and RRIF accounts.

questrade sharesight

Automatically import your Questrade portfolio to Sharesight

by Stephanie Stefanovic | Mar 19th 2024

Investors trading via Questrade can easily import their trading data to Sharesight to access award-winning investment performance tracking and tax reporting.

5 ways Sharesight keeps your data safe

5 ways Sharesight keeps your data safe

by Ben Clendon | Mar 5th 2024

Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.

Sharesight trade confirmation emails

Automatically import trades to your portfolio using email

by Stephanie Stefanovic | Feb 20th 2024

Sharesight makes it easy to access award-winning performance and tax reporting with the ability to automatically import trades to your portfolio via email.

Track JP Morgan trades with Sharesight

Track your J.P. Morgan trades with Sharesight

by Stephanie Stefanovic | Feb 14th 2024

Investors trading with J.P. Morgan can automatically track their investment performance by importing their historical trading data to a Sharesight portfolio.

Track nordnet trades with Sharesight

Track your Nordnet portfolio with Sharesight

by Stephanie Stefanovic | Jan 21st 2024

If you trade via Nordnet, you can import your trading data to Sharesight simply by uploading a spreadsheet file of your trades.

vanguard personal investor

Track your Vanguard Australia trades with Sharesight

by Stephanie Stefanovic | Dec 19th 2023

Investors trading with Vanguard Australia Personal Investor can import their trades to Sharesight, making it easy to track performance, dividends and tax.