Topic: Sharesight Features & Tips | Sharesight

Just in time for FY2017/2018 tax returns we’ve added a helpful new feature to Sharesight to assist Australian investors in Listed Investment Companies (LICs).

We’ve now added the ability to import trades automatically to your Sharesight portfolio for our first United States based broker - Robinhood.

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

We’ve made significant improvements in how Sharesight handles the data underpinning ETF income distributions and how we report these for Australian investors.

We’ve added a helpful new income tax return feature to Sharesight to assist Australian investors in completing their tax returns.

Canadian investors can now track their Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to their non-registered, RRSP, and RRIF accounts.

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

These Sharesight features allow you to easily analyse your portfolio so you can make informed decisions in the year ahead.

It’s useful to routinely review your portfolio and decide whether you should leverage a tax loss selling strategy to help offset any capital gains.

Getting your investments in order is easier than ever thanks to Sharesight, upgrade your account to unlock these 7 premium Sharesight benefits.

Find out which records the ATO requires investors to keep, and how Sharesight simplifies investment portfolio record-keeping.

Today we’re pleased to announce that we’ve added fractional share support across those markets that permit trading in fractional quantities.

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.