Blog

5 ways Sharesight makes EOFY a breeze

With the end of financial year just around the corner, we thought we'd share the 5 ways that Sharesight makes EOFY a breeze.

How do I track my KiwiSaver fund in Sharesight?

Tracking your KiwiSaver fund is easy with Sharesight, a free online portfolio management system that lets you track shares and over 10,000 AU & NZ funds.

How do I run an Australian capital gains tax report?

Learn how easy it is to run realised and unrealised Capital Gains Tax Reports (CGT Reports) in Sharesight Online Portfolio Manager.

Sharesight + Xero for financial advisers

Financial advisers are the fastest growing Sharesight client channel. Using best-of-breed apps like Sharesight & Xero helps them focus on what they do best.

The improved Sharesight interface. New body. Same engine.

We're excited to announce the new and improved Sharesight interface, featuring a crisp look, responsive design, and improved charting features.

2 click FIF reporting. Yes, it's this easy. Yes, it's this automatic.

Calculate your 2014 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

Portfolio Setup Tip #3: Automatic Contract Note Processing

The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.

Portfolio set up tips: Bulk upload opening balances

Follow our step-by-step instructions and learn how easy it is to import your opening balances via bulk upload into your Sharesight share tracker portfolio(s).

Portfolio setup tip #1: opening balances (manual entry) are your best friend

Follow our step-by-step instructions and learn how easy it is to upload your opening balances to your Sharesight investment tracker via manual entry.

New feature: Carry forward loss

Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.

Portfolio sharing is caring

Learn about Sharesight's professional plan features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.

Sharesight’s beautiful Xero integration

Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.