How to track DRP residual balances
Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.
Canadian Capital Gains Tax Report
Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.
Enhanced investment search tool
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 within your Sharesight portfolio
You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?
4 ways to maximise returns in a low-return world
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.
3 reasons why your return figures may seem incorrect
Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.
How to handle the Michael Hill restructure
Follow our step-by-step instructions and learn how to handle the Michael Hill restructure in your Sharesight portfolio(s).
How to handle the Stride Investore restructure
Keep-up with Sharesight: cutting-edge cloud-based online portfolio management software for shareholders, DIY investors, accountants and financial advisors.
How to calculate your 2016 FIF income
Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.
Announcing a new partner — Bank of Queensland
Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.
Tracking the fund managers' picks
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.
The ten year gap in financial services technology
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.