Blog

Everything you need for tax time: A guide to Sharesight's Tax Pack

The Sharesight Tax Pack is built to give you everything you need to complete your investment tax, with none of the stress. Keep reading to learn more.

Capital gains tax made simple: CGT guide for Australian investors

We explain the fundamentals of capital gains tax (CGT) in Australia, how it applies to your investments and how you can calculate your CGT with Sharesight.

Tax loss selling for Australian investors

A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.

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.

Track your RRSP and RRIF in Sharesight

Canadian investors can automatically track their Registered Retirement Savings Plan (RRSP) and Registered Retirement Income Fund (RRIF) accounts in Sharesight.

Turn market volatility into opportunity with Sharesight

Periods of market volatility can distract you from your long-term goals. Learn how Sharesight’s future-focused tools can help you plan ahead with confidence.

Track your dividend income with Sharesight’s income calendar

With Sharesight's income calendar, you can see past, upcoming and forecasted dividend payments laid out in an easy-to-read calendar view.

Is your client data at risk? 5 questions to ask your tech provider

Protect client data with these five essential cybersecurity questions every financial adviser should ask their technology providers.

Get the full Sharesight experience with the app and web platform

Learn how to get the most out of Sharesight by using the app and web platform together for performance tracking, analysis, reporting and tax planning.

See clients' full wealth picture with Sharesight and myprosperity

Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.

See what’s inside your ETFs with Sharesight’s exposure report

Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.

Track your CMC Markets portfolio with Sharesight

Australian investors trading with CMC Markets Stockbroking can connect directly to Sharesight, automatically syncing trades to their Sharesight portfolio.