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charting improvements - featured

New feature: Charting improvements

by Doug Morris | Sep 9th 2014

We've made some big charting improvements to the Sharesight Portfolio Overview page, including the ability to view your holdings according to their market.

Sharesight + Xero - Featured

Track cash & fixed interest investments via Xero

by Doug Morris | Aug 13th 2014

Sharesight now integrates with Xero bank feeds! So you can track your cash balances and display reconciled buys, sells, and dividends automatically.

Share Checker - Featured

New feature: Quickly check share performance and dividends

by Doug Morris | Jul 31st 2014

Our new Share Checker features makes it quick and easy to check share performance & dividends. Try it today, it's FREE for all Sharesight users!

Broker Import - featured

Introducing Broker Import: Automatic portfolio setup!

by Doug Morris | Jul 23rd 2014

Sharesight has made it easier than ever to set up investment portfolios with the newly launched Broker Import functionality.

eofy - featured

5 ways Sharesight makes EOFY a breeze

by Angela Thompson | Jun 18th 2014

With the end of financial year just around the corner, we thought we'd share the 5 ways that Sharesight makes EOFY a breeze.

KiwiSaver - featured

How do I track my KiwiSaver fund in Sharesight?

by Doug Morris | May 2nd 2014

Tracking your KiwiSaver fund is easy with Sharesight, a free online portfolio management system that lets you track shares and over 10,000 AU & NZ funds.

unrealised capital gains tax report - featured

How do I run an Australian capital gains tax report?

by Doug Morris | Apr 11th 2014

Learn how easy it is to run realised and unrealised Capital Gains Tax Reports (CGT Reports) in Sharesight Online Portfolio Manager.

Sharesight + Xero - Featured

Sharesight + Xero for financial advisers

by Doug Morris | Mar 27th 2014

Financial advisers are the fastest growing Sharesight client channel. Using best-of-breed apps like Sharesight & Xero helps them focus on what they do best.

Sharesight Hero - featured (1200x630)

The improved Sharesight interface. New body. Same engine.

by Doug Morris | Mar 16th 2014

We're excited to announce the new and improved Sharesight interface, featuring a crisp look, responsive design, and improved charting features.

FIF Report - featured

2 click FIF reporting. Yes, it's this easy. Yes, it's this automatic.

by Doug Morris | Mar 3rd 2014

Calculate your 2014 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

Contract Notes - Featured

Portfolio Setup Tip #3: Automatic Contract Note Processing

by Doug Morris | Jan 23rd 2014

The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.

Opening Balances - featured

Portfolio set up tips: Bulk upload opening balances

by Doug Morris | Jan 16th 2014

Follow our step-by-step instructions and learn how easy it is to import your opening balances via bulk upload into your Sharesight share tracker portfolio(s).