Help

Get started with our step-by-step help guides or video tutorials.

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Getting started

How to set up your portfolio in Sharesight.
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Reports

Guides on how to use Sharesight’s reports and features.
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Corporate actions

Setting up corporate action automations.
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Asset support

How to add different asset classes into Sharesight.
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Tax

Step-by-step guides on how to use tax features.
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Accounts

Account settings, portfolio preferences and customisations.

Video tutorials

3 ways to add your investments in Sharesight banner

3 ways to add your investments in Sharesight

Importing trading history using the File Importer banner

Importing trading history using the File Importer

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Tour of portfolio overview page

For professionals

Help guides for professionals on how to set up client portfolios in Sharesight.
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