Latest posts

Record-keeping requirements for Australian investors
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
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.

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

Effortlessly track clients’ trades with Sharesight and Desktop Broker
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 London Stock Exchange with Sharesight
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
You can easily track your Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to your non-registered, RRSP and RRIF accounts.

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

Automatically import trades to your portfolio using email
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 your J.P. Morgan trades with Sharesight
Investors trading with J.P. Morgan can automatically track their investment performance by importing their historical trading data to a Sharesight portfolio.

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

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