Blog

3 ways Sharesight helps Canadians at tax time

Are you a Canadian investor filing taxes for the 2024 financial year? Here are 3 Sharesight features that save Canadian investors time and money at tax time.

What is an ex-dividend date?

If you own any dividend paying stocks, it’s important to understand what ex-dividend dates are and how they might shape your personal investing strategy.

How I make the most of my Sharesight portfolios

In this article, I share how you can use your extra Sharesight portfolios to become a better investor, including how I make the most of my portfolios.

3 ways Sharesight helps investors at tax time

Whether you file your own tax return, or work with an accountant, Sharesight can save you both time and money at tax time.

How to evaluate a stock

Investing in share markets may be easier than ever, but evaluating which shares to buy still takes some skill. Keep reading to learn how to evaluate a stock.

Q&A with Philippa O'Mara of Engine Room Chartered Accountants

We asked Philippa O'Mara about her role at Engine Room Chartered Accountants, and how they use Sharesight to track their clients' investment portfolios.

Track Canadian mutual funds with Sharesight

With Sharesight, investors can track the price and performance of over 40,000 Canadian mutual funds along with the rest of the investments in their portfolio.

5 ways Sharesight helps NZ investors at tax time

Find out how Sharesight’s comprehensive investor tax reports (built according to NZ IRD rules) can save you both time and money this tax season.

6 reasons why accountants love Sharesight's professional plan

Sharesight’s stock market data aggregation and tax reporting saves accounting firms of all sizes hours of “portfolio admin” so they can grow their businesses.

How to calculate your NZ FIF income

Calculate your foreign investment fund income for filing your IR3 individual income return with the New Zealand IRD, using Sharesight's FIF report.

6 reasons why Canadian investors love Sharesight

Sharesight is the award-winning portfolio tracker that automatically calculates performance -- including brokerage fees, dividends, and currency fluctuations.

How to track a dividend reinvestment plan

DRPs/DRIPs are an easy way to grow your portfolio over time. But the additional trades they incur makes them a nightmare to track. Here's how Sharesight helps.

Q&A with Baubre Murray

Baubre is a Sharesight user and a Chartered Accountant based in Wellington NZ who recently published a personal finance book entitled Stop Worrying About Money.