New feature: Quickly check share performance and dividends
Our new Share Checker feature lets you quickly check share performance and dividends! It works for managed funds and ETFs too.
We realised many of you like to keep a watchlist or "dream" portfolio in Sharesight. We do too. We've got a Berkshire Hathaway portfolio and a Tech All-Stars portfolio. Amazing what a little hindsight can do for your total return.
On the other hand, if you simply wanted to check a company's performance quickly or verify that you've selected the correct security, previously you had to add the holding to your portfolio by going to the trouble of creating a (fictitious) buy transaction.
Now with the Share Checker you can map the value of $1k invested in mere seconds without having to add phoney data to your portfolio. On the Portfolio Overview page, click the Share Checker button next to the Add Holding button. Then enter your data range, market, and code/name.
On an overlay, you'll see a hypothetical $1,000 investment. Further down the page, you'll see our familiar total return components and then several tabs corresponding to dividends, corporate actions, and news.
The Trades & Adjustments tab works out retrospectively how many units (rounded to the nearest whole unit) you would have needed to buy to get close to the initial investment of $1,000. Our total return calculation works out the difference between that initial $1,000 and today's value.
We hope you find this feature as handy as we do!
FURTHER READING
Sharesight release notes – May 2023
For May, key updates include a huge expansion of our crypto support, a new wizard to bulk upload custom investment prices, and support for another 56 countries.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.
Calculating taxable gains on share trading in New Zealand
While no general capital gains tax applies in New Zealand, a tax on gains made may apply to NZ investors who trade in equity or foreign debt investments.