Latest posts
Evaluate your investment returns with the performance report
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
8 ways to use Sharesight's custom groups feature
We explain what custom groups are and some of the lesser-known ways you can use them to gain deeper portfolio performance insights.
5 ways Sharesight helps Australian investors at tax time
Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
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.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.
Import your trading history to Sharesight using the AI file importer
Sharesight's AI file importer lets you upload almost any file — spreadsheets, PDFs, screenshots — and import your trades without manual formatting.
Top trades by New Zealand Sharesight users — May 2026
Welcome to the May 2026 edition of Sharesight’s monthly trading snapshot, where we look at the top 20 trades made by New Zealand Sharesight users.
Top trades by global Sharesight users — May 2026
Welcome to the May 2026 edition of Sharesight’s monthly trading snapshot, where we look at the top 20 trades made by Sharesight users around the world.
Top trades by Australian Sharesight users — May 2026
Welcome to the May 2026 edition of Sharesight’s monthly trading snapshot, where we look at the top 20 trades made by Australian Sharesight users.
Everything you need for tax time: A guide to Sharesight's Tax Pack
The Sharesight Tax Pack is built to give you everything you need to complete your investment tax, with none of the stress. Keep reading to learn more.
How SMSF trustees can get EOFY-ready
In this article, we discuss the best Sharesight features for SMSFs, and how SMSF members and trustees can get EOFY-ready with Sharesight.