New and improved Sharesight Help Documentation website
Today we’re pleased to formally announce the launch of the new Sharesight Help Documentation website!
While it’s technically been "live" for a couple months, we’ve been busy tweaking our new help site to get it just right. Beyond a refreshed look and feel, the new site features:
Responsive web design
The new site has been designed and built with a "mobile first" approach -- meaning it’s optimised for mobile devices such as smart phones and tablets:
Dynamic search
A prominent search tool appears at the top of the new site, and it dynamically retrieves help page results as you type:
Regional versions
The great thing about being a New Zealand based company is that it forces you to have a global vision from day one. So beyond expanding our support of global markets we’ve also built dedicated tax reports to conform to Australian Taxation Office (ATO) and Canada Revenue Agency (CRA) rules (with more countries on the way). The new help site should automatically "sniff-out" your location and serve you the right content, but you may manually change your region from the footer if you need to:
Don’t forget to check out the Sharesight YouTube Channel for helpful tutorial videos, and to ask questions and interact with Sharesight staff and other investors in our Community Forum. And of course by upgrading to a paid plan, you can also get free personalised email support when you need it.
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.