Topic: Sharesight Features & Tips | Sharesight

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.

It’s now even easier for Canadians trading with ScotiaBank (including Scotia iTrade and ScotiaMcLeod) to track their investments with Sharesight.

TD Direct Investing clients can now import their trading history directly into Sharesight with our broker import wizard to track their performance and tax.

Learn how to add a Sharesight shortcut on your mobile device’s home screen so you can quickly access Sharesight when you need it.

RBC Direct Investing clients can now import their trading history directly into Sharesight with our broker import wizard.

Investors in 60+ countries trust Sharesight to track over 1 million investments, but there are a few features that we built specifically with Canada in mind.

When linked to Xero, Sharesight provides a seamless solution between investment portfolio management and accounting. Here’s how.

We’ve worked with New Zealand broker Hatch to make it easy to import trade details into Sharesight – simply by using our Broker Email Import feature

Sharesight has a new solution to help you record the tax components of trusts such as managed funds and ETFs correctly for your Australian tax return.

We’ve now added the ability to import trades to your Sharesight portfolio from Saxo Capital Markets Australia (owned by Danish based Saxo Bank).