Latest posts
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Tax loss selling for Australian investors
A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight's unrealised CGT report can help.
Track your Fidelity Investments trades in Sharesight
If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.
Evaluate your investment returns with the performance report
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
Effortlessly track clients’ trades with Sharesight and Desktop Broker
Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.
Track stocks on the London Stock Exchange with Sharesight
With Sharesight, you can automatically track the price and performance of thousands of stocks and ETFs on the London Stock Exchange (LSE).
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.
Automatically import your Questrade portfolio to Sharesight
Investors trading via Questrade can easily import their trading data to Sharesight to access award-winning investment performance tracking and tax reporting.
5 ways Sharesight keeps your data safe
Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.
Automatically import trades to your portfolio using email
Sharesight makes it easy to access award-winning performance and tax reporting with the ability to automatically import trades to your portfolio via email.
Track your J.P. Morgan trades with Sharesight
Investors trading with J.P. Morgan can automatically track their investment performance by importing their historical trading data to a Sharesight portfolio.
3 ways Sharesight helps Canadians at tax time
Are you a Canadian investor filing taxes for the 2023 financial year? Here are 3 Sharesight features that save Canadian investors time and money at tax time.