Blog

8 ways to use Sharesight's custom groups feature

We explain what custom groups are and some of the lesser-known ways you can use them to gain deeper portfolio performance insights.

5 ways Sharesight helps Australian investors at tax time

Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.

Record-keeping requirements for Australian investors

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

Import your trading history to Sharesight using the AI file importer

Sharesight's AI file importer lets you upload almost any file — spreadsheets, PDFs, screenshots — and import your trades without manual formatting.

Everything you need for tax time: A guide to Sharesight's Tax Pack

The Sharesight Tax Pack is built to give you everything you need to complete your investment tax, with none of the stress. Keep reading to learn more.

Capital gains tax made simple: CGT guide for Australian investors

We explain the fundamentals of capital gains tax (CGT) in Australia, how it applies to your investments and how you can calculate your CGT with Sharesight.

Tax loss selling for Australian investors

A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.

Track your TFSA with Sharesight

You can easily track your Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to your non-registered, RRSP and RRIF accounts.

Track your RRSP and RRIF in Sharesight

Canadian investors can automatically track their Registered Retirement Savings Plan (RRSP) and Registered Retirement Income Fund (RRIF) accounts in Sharesight.

Turn market volatility into opportunity with Sharesight

Periods of market volatility can distract you from your long-term goals. Learn how Sharesight’s future-focused tools can help you plan ahead with confidence.

Track your dividend income with Sharesight’s income calendar

With Sharesight's income calendar, you can see past, upcoming and forecasted dividend payments laid out in an easy-to-read calendar view.

Is your client data at risk? 5 questions to ask your tech provider

Protect client data with these five essential cybersecurity questions every financial adviser should ask their technology providers.