Blog

Sharesight makes it easy to access award-winning performance and tax reporting with the ability to automatically import trades to Sharesight via email.

Special-Purpose Acquisition Companies or SPACs are a structure for companies to raise capital instead of via an IPO. Here’s what investors need to know.

Sharesight has improved support for ASX-listed stapled securities, which have important tax implications for Australian investors.

Australian investors who hold Magellan unlisted funds can automatically import their holdings to their Sharesight portfolio.

United States investors trading through Ally Invest can automatically import trades directly into their Sharesight portfolio.

In this article we detail what mutual funds and ETFs are, how they differ, and what you need to look out for if you’re looking to invest in either in the UK.

A highlight for September was sourcing and loading finalised AMIT income components for the majority of ASX listed Exchange Traded Funds.

We talked with Scott Williams, founder of Fiftyone Capital, about how he uses Sharesight for his personal investments and why he recommends it to his clients.

Investors trading through Australian broker Superhero can automatically import historical and ongoing trades into their Sharesight portfolio.

Investors can automatically import trades to Sharesight from Australian broker SelfWealth using our File Importer and Trade Confirmation Email features.

Sharesight users can easily track investments in the offshore Chinese Yuan (CNH) and onshore Yuan (CNY) currencies, along with over 60 other global currencies.

In this post, I thought I would share how I use Sharesight personally to centralise my SMSF portfolio administration, performance and tax reporting.

Dividend tracking might seem ‘unsexy’ compared to tracking capital growth, but dividends income can have a material impact on your investment portfolio returns.

We look for quality companies, which we define as having five key characteristics. Here’s how to identify them during reporting season.

Welcome to the September 2020 edition of the Sharesight20USA monthly trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Welcome to the September 2020 edition of the Sharesight20NZX monthly trading snapshot, where we look at the top 20 trades on the NZX made by Sharesight users.