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Canadian Capital Gains Tax Report - featured

Canadian Capital Gains Tax Report

by Doug Morris | Aug 9th 2016

Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

Add New Holdings Search Tool - featured

Enhanced investment search tool

by Angela Thompson | Jul 28th 2016

Our new and improved investment search tool allows you to search on any listed company or ticker code without first specifying its market or country.

How to get help - featured

How to get help within your Sharesight portfolio

by Emma van der Maas | Jul 27th 2016

You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?

Interpreting portfolio performance - featured

3 reasons why your return figures may seem incorrect

by Emma van der Maas | Jul 19th 2016

Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.

FIF Report - Featured

How to calculate your 2016 FIF income

by Angela Thompson | Jun 17th 2016

Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

BoQ - Featured

Announcing a new partner — Bank of Queensland

by Doug Morris | Jun 10th 2016

Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.

Making the most out of your Sharesight subscription at EOFY 2016 - Featured

Making the most out of your Sharesight subscription at EOFY

by Angela Thompson | Jun 3rd 2016

Take advantage of the specific tax reporting features within Sharesight that will save you time, money and admin-related headaches this EOFY.

Asset Allocation Reporting in Sharesight - Featured

Asset allocation reporting in Sharesight

by Doug Morris | May 27th 2016

Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).

Custom Groups - Featured

Announcing Custom Groups

by Doug Morris | May 23rd 2016

Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.

Sharesight Pro Portfolio Search Tool

Sharesight Pro portfolio search tool

by Angela Thompson | Mar 30th 2016

We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.

Contract Note Inbox - Featured

How to confirm your trades with the Contract Notes Inbox

by Doug Morris | Mar 11th 2016

The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.

Get Livewire market insights in Sharesight

Get Livewire market insights within your portfolio

by Doug Morris | Feb 29th 2016

We're pleased to announce that we've partnered with Livewire to bring their exclusive market insights directly into your Sharesight portfolio.