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Latest posts

Missing Dividends - featured

Where to find the "missing dividends" on your performance report

by Emma van der Maas | Aug 30th 2016

Learn the difference between our tax and performance reports and where to find any "missing dividends" not appearing on your Performance Report.

Madrid, Milan, Bombay, India markets - featured

Track Madrid, Milan, Bombay & India stock markets

by Angela Thompson | Aug 25th 2016

We've added support for BIT, BME, BSE, and NSE, so you can now track Madrid, Milan, Bombay & India stock markets within your Sharesight portfolio(s).

DRP residual balances - featured

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

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

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

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

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

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

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

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

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

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.