The tax solution for your investment portfolio


If you’ve been struggling with calculating your portfolio taxes, it’s time to swap your spreadsheet for Sharesight.

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Simplify your portfolio tax reporting

Built for Australian investors

Investors just like you use Sharesight to get all the info they need to lodge their ATO tax returns.

✔️ ATO tax entities


CGT discounts are automatically adjusted based on your tax entity: Individual/Trust, SMSF or Company.

✔️ Franking credits


See all your dividends automatically flow through, with a breakdown of franked, and unfranked amounts.

✔️ SMSF record-keeping


Automatically record all trades & dividends, and connect to Xero to reconcile all the transactions against your SMSF bank account.
5 ways Sharesight helps Australian investors at tax time

Everything you need to calculate your portfolio taxes

With Sharesight, all your portfolio-related data lives in one place. So you always have everything you need – not just at tax time but throughout the year.


⭐ See all your dividend income


Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments, broken-up by local Australian (non-trust and trust) income and foreign income. Franked/unfranked amounts and relevant franking credits are also provided. The report can be run at any time, over any time period.

Taxable Income Report - Australia : Sharesight


⭐ Easily calculate your CGT


Use the Capital Gains Tax Report to calculate the capital gains you incurred from sold shares, as per Australian Tax Office (ATO) rules. You can optimise your tax position by experimenting with different sale allocation methods, and the report can be run at any time, over any time period.

Capital Gains Tax Report - Australia : Sharesight


⭐ Take advantage of tax loss selling


Use the Unrealised CGT Report to offset your capital gains against investments that have suffered losses this year. You can model the capital gains tax that would arise across your portfolio if the shares identified were sold on the report date, and you can modify the CGT sale allocation method at the overall portfolio or individual holding level to determine your optimum position.

Unrealised CGT Report - Australia : Sharesight

Make tax time a breeze

Features to save you time and money at tax time, and provide peace of mind throughout the year.
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Flexible reporting

Run reports for any financial year (or custom date range), and export them to a PDF or spreadsheet.
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24x7 access

Keep track of everything you need in one place, and access it anywhere you have an internet connection.
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Secure sharing

Stop emailing sensitive files back and forth – share secure portfolio access with your accountant instead.
Simplify your portfolio tax reporting

Don’t just take our word for it

Easiest way to track your stocks

“I used to have to update a big spread sheet to monitor my shares and dividends. Not any more – Sharesight is simple to use and the annual report makes it easy to forward to my tax agent come tax time. Big thumbs up!”

Steve, Melbourne

Great tool for tracking your portfolio and help at tax time

“Neat system for tracking portofolio, keeping records of transactions (trades), dividends, overall portfolio performance and capital gain tax liability. Intergration with many brokers. Especially helpful at tax time – don’t need to pay for tax agent – worth the subscription!”

Vladimir, Melbourne

Leading product of its type

“It’s probably the best product out there for what it does. It helps me manage my portfolio and there is nothin easier or more accurate for getting annual tax reports done. For the CGT reports alone it’s worth the money.”

Dan, Queensland
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