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Simply Wall St. + Sharesight - featured

Visualise your portfolio with Sharesight and Simply Wall St

by Doug Morris | Sep 27th 2016

Simply Wall St customers can import their Sharesight portfolios in just a few clicks, allowing them to easily visualise their share holdings.

Missing Dividends - featured

Where to find the "missing dividends" on your performance report

by Emma van der Maas | Aug 31st 2016

Learn the difference between our tax and performance reports and where to find any "missing dividends" not appearing on your Performance Report.

Madrid, Milan, Bombay, India markets - featured

Track Madrid, Milan, Bombay & India stock markets

by Angela Thompson | Aug 25th 2016

We've added support for BIT, BME, BSE, and NSE, so you can now track Madrid, Milan, Bombay & India stock markets within your Sharesight portfolio(s).

DRP residual balances - featured

How to track DRP residual balances

by Angela Thompson | Aug 24th 2016

Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.

Canadian Capital Gains Tax Report - featured

Canadian Capital Gains Tax Report

by Doug Morris | Aug 9th 2016

Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

Add New Holdings Search Tool - featured

Enhanced investment search tool

by Angela Thompson | Jul 28th 2016

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 - featured

How to get help within your Sharesight portfolio

by Emma van der Maas | Jul 27th 2016

You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?

Interpreting portfolio performance - featured

3 reasons why your return figures may seem incorrect

by Emma van der Maas | Jul 19th 2016

Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.

FIF Report - Featured

How to calculate your 2016 FIF income

by Angela Thompson | Jun 17th 2016

Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

BoQ - Featured

Announcing a new partner — Bank of Queensland

by Doug Morris | Jun 10th 2016

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 2016 - Featured

Making the most out of your Sharesight subscription at EOFY

by Angela Thompson | Jun 3rd 2016

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 - Featured

Asset allocation reporting in Sharesight

by Doug Morris | May 27th 2016

Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).