New and improved Sharesight Help Documentation website
Today we’re pleased to formally announce the launch of the new Sharesight Help Documentation website!
While it’s technically been "live" for a couple months, we’ve been busy tweaking our new help site to get it just right. Beyond a refreshed look and feel, the new site features:
Responsive web design
The new site has been designed and built with a "mobile first" approach -- meaning it’s optimised for mobile devices such as smart phones and tablets:
Dynamic search
A prominent search tool appears at the top of the new site, and it dynamically retrieves help page results as you type:
Regional versions
The great thing about being a New Zealand based company is that it forces you to have a global vision from day one. So beyond expanding our support of global markets we’ve also built dedicated tax reports to conform to Australian Taxation Office (ATO) and Canada Revenue Agency (CRA) rules (with more countries on the way). The new help site should automatically "sniff-out" your location and serve you the right content, but you may manually change your region from the footer if you need to:
Don’t forget to check out the Sharesight YouTube Channel for helpful tutorial videos, and to ask questions and interact with Sharesight staff and other investors in our Community Forum. And of course by upgrading to a paid plan, you can also get free personalised email support when you need it.
FURTHER READING
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.
Sharesight product updates – July 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.