Topic: Sharesight Features & Tips | Sharesight

When you login to your broker to check your portfolio performance, do you know what those numbers really mean, and more importantly, what’s missing?

We’ve recently rolled out an update to the holding page that displays the cost base per share at a glance instead of having to run the Historical Cost report.

These quick-wins are guaranteed to provide you with the portfolio insights to help you make the most of your portfolio this year.

Sharesight’s comprehensive FIF Report automatically calculates your 2017-2018 FIF income, which you can use for your New Zealand IRD tax return.

Given its popularity among investors on Sharesight premium plans, we have made portfolio sharing available to everyone – including free Sharesight accounts.

Here are 3 ways you can get a head-start on preparing your clients’ tax returns with Sharesight Pro, before they even make an appointment to see you!

With the New Zealand financial year coming to a end this month, here are 5 Sharesight features that can save NZ investors both time and money this tax season.

Investors can now track foreign currency holdings as an FX currency account in their Sharesight portfolio, with prices updated every 5 minutes.

Track cryptocurrencies with Sharesight, including Bitcoin and Ethereum (among others), with prices updated every 5 minutes.

Track your broker cash account within your investment portfolio using Sharesight - giving you the full picture of your investment performance.

For anyone with an Amazon Echo, you can now ask Alexa how your share portfolio is performing by adding the Sharesight Alexa Skill.

Recently a Senior Developer at Xero reached out to us in a personal capacity to ask whether he could develop an Amazon Alexa Skill for Sharesight using our API.

The best way to calculate your investment portfolio CGT obligations is to use Sharesight’s Capital Gains Tax Report. Here’s why.

With the April 30 tax deadline fast approaching in Canada, here are 3 Sharesight features that can save you both time and money this tax season.

Today we’re excited to announce that Sharesight supports the importing of trade confirmation contract notes from 100 brokers around the world!

Canadian investors now have a choice of the following tax settings which conform to CRA tax reporting rules: non-registered, RRSP, or RRIF.