Latest posts

DRP residual balances - featured
Product features

How to track DRP residual balances

by Angela Thompson | Aug 24th 2016

Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.

Canadian Capital Gains Tax Report - featured
News | Product features

Canadian Capital Gains Tax Report

by Doug Morris | Aug 9th 2016

Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

Add New Holdings Search Tool - featured
Product features

Enhanced investment search tool

by Angela Thompson | Jul 28th 2016

Our new and improved investment search tool allows you to search on any listed company or ticker code without first specifying its market or country.

How to get help - featured
Product features

How to get help within your Sharesight portfolio

by Emma van der Maas | Jul 27th 2016

You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?

Ladders - featured
Investing tips

4 ways to maximise returns in a low-return world

by Andrew Bird | Jul 25th 2016

A look at how investing-related fees can quickly add-up, and how reducing fees can help maximise returns in an increasingly low-return world.

Interpreting portfolio performance - featured
Investing tips | Product features

3 reasons why your return figures may seem incorrect

by Emma van der Maas | Jul 19th 2016

Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.

Michael Hill restructure
Investing tips

How to handle the Michael Hill restructure

by Corporate Actions Desk | Jul 15th 2016

Follow our step-by-step instructions and learn how to handle the Michael Hill restructure in your Sharesight portfolio(s).

Stride Investore restructure - featured
Investing tips

How to handle the Stride Investore restructure

by Corporate Actions Desk | Jul 14th 2016

Keep-up with Sharesight: cutting-edge cloud-based online portfolio management software for shareholders, DIY investors, accountants and financial advisors.

FIF Report - Featured
Product features

How to calculate your 2016 FIF income

by Angela Thompson | Jun 17th 2016

Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

BoQ - Featured
News | Investing tips | Product features

Announcing a new partner — Bank of Queensland

by Doug Morris | Jun 10th 2016

Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.

Livewire Live Portfolio 2016 - Featured
Investing tips

Tracking the fund managers' picks

by Doug Morris | Jun 9th 2016

We've built a portfolio tracking the fund managers' picks from Livewire Live 2015 & 2016, assuming $10,000 invested in each company inclusive of brokerage.

10 year gap - featured
Investing tips | News

The ten year gap in financial services technology

by Doug Morris | Jun 8th 2016

A recent report by PWC paints a grim picture for professionals on the wrong side of financial services technology - here are our thoughts on the matter.