Topic: Sharesight Features & Tips

Why do financial advisers use Sharesight Pro? We discuss four key reasons: Client demand, client access, cost-effective and complete visibility.

Sharesight users can easily track their investments in US stocks, with intraday pricing for key US markets and support for a range of leading US brokers.

Investors trading with global broker IG Markets can automatically import trades in stocks and ETFs to their Sharesight portfolio.

Sharesight’s Diversity Report makes it easy for investors to determine their asset allocation and rebalance their portfolio as needed.

Interactive Brokers clients can easily sync their account’s trading history to a Sharesight portfolio to unlock world class portfolio performance insights.

Investors trading with European broker FinecoBank can automatically import trades in UK stocks to their Sharesight portfolio

We are pleased to announce the launch of intraday pricing for leading global markets such as the Nasdaq, New York Stock Exchange and the London Stock Exchange.

It’s easy for investors to save time and money at tax time by sharing access to their Sharesight portfolio with their accountant. Keep reading to learn more.

Sharesight has added support for the Shanghai Stock Exchange, Stock Exchange of Thailand, Moscow Exchange, Warsaw Stock Exchange and Euronext Dublin.

Sharesight tracks over 12,000 mutual funds in the United Kingdom, one of more than 40 global stock exchanges and mutual fund markets that we support.

Investors trading in cryptocurrency through Independent Reserve can automatically track their trades in 8 leading cryptocurrencies supported by Sharesight.

Sharesight’s Australian capital gains tax calculator is the easiest way to calculate the CGT on your investment portfolio for the 2020-2021 tax year.

Australians (and New Zealanders) trading US stocks with Stake can import their trading history, plus easily sync future trades to their Sharesight portfolios.

A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight’s Unrealised CGT report can help.

To help you protect your account, Sharesight supports an additional layer of security called two-factor authentication (2FA).

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio tax record-keeping with Sharesight.