Note: There is a newer version of this article: How to track a dividend reinvestment plan
We have added a dividend reinvestment function to simplify the process of recording dividend reinvestments within Sharesight. The dividend reinvestment function can be enabled by clicking on the on/off toggle link under options in the share detail page sidebar.
The dividend reinvestment is enabled individually for each share holding. To record a dividend reinvestment, simply click on the dividend that is to be reinvested and then click the ‘Dividend Reinvested’ tick box. Record the date, quantity, and price of the new shares obtained.
Please see the dividend reinvestments help documentation for more detail on the new dividend reinvestment function.
Track your Webull trades with Sharesight
If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.
How InstructAnt improved client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.