Topic: Sharesight Features & Tips

Sharesight now supports 67 global currencies, allowing users to track FX holdings and hold investments denominated in a vast range of worldwide currencies.

Sharesight has expanded our support for tracking fractional share trades on markets that support it to include any stock exchange we support.

We break down who New Zealand’s capital gains tax applies to, and how to calculate losses/gains on share trading activity using Sharesight for tax purposes.

Find out how Sharesight’s comprehensive tax reports (built according to NZ IRD rules) can save you both time and money this tax season.

Calculate your 2018-2019 foreign income fund / FIF income for filing your IR3 individual income return with the New Zealand IRD, using Sharesight’s FIF Report.

Import your Praemium trading history directly into Sharesight and unlock the power of our award-winning performance and tax reporting in a few easy steps.

HSBC InvestDirect clients can now import their stock trading history directly into Sharesight with our easy to use broker import wizard.

National Bank Direct Brokerage (NDBD) clients can now import their stock trading history directly into Sharesight with our broker import wizard.

Virtual Brokers clients can now import their trading history into Sharesight with our broker import wizard, unlocking our award winning portfolio tracking.

With the April 30 tax deadline fast approaching in Canada, here are 3 Sharesight features that can save you both time and money this 2018-2019 tax season.

The best way to calculate your investment portfolio’s 2018 CGT obligations is to use Sharesight’s Capital Gains Tax Report. Here’s why.

Canadians trading stocks and mutual funds with Qtrade Investor can now import their trading history directly into Sharesight with our broker import wizard.

It’s now even easier for Canadians trading with Bank of Montreal (BMO InvestorLine) to track the performance of their investments with Sharesight.

Sharesight user and FIRE investing advocate Aussie Firebug speaks with Sharesight CEO Doug Morris on the Aussie Firebug podcast about performance, tax and FIRE.

Sharesight’s Cash Account feature is now even better, allowing investors to now track their broker trading cash accounts in Sharesight automatically.

Stake clients can now import their US stock trades directly into Sharesight with our broker contract note email import feature.