Topic: Sharesight Features & Tips

In this post we show how to see the full picture of your investments by adding a property investment to your Sharesight portfolio.

Here we cover how to track what is known as a capital call transaction – a type of transaction that is commonly encountered in private equity investments.

NZ Smartshares can now be easily synced to Sharesight portfolios and tracked alongside your other holdings for award-winning performance & tax reporting.

To stay on top of your investment portfolio, you’ll want to automate as many of the day-to-day admin tasks as possible. Here are 3 easy ways to do that:

TD Direct Investing clients can now easily import their trading history, plus automatically import ongoing trades directly into Sharesight.

Did you know you can use the Sharesight Share Checker to view all the dividends that were paid out during a selected time period, going back up to 20 years?

We have ETF distributions for the FY19 Australian tax year for iShares (BlackRock), Russell Investments, ETF Securities, Vanguard and (some) BetaShares ETFs.

We look at some of the reasons investors choose to diversify into commodities like gold, and how to track both performance and asset allocation with Sharesight.

How should investors go about increasing their exposure to international markets? At this Sharesight and Saxo Markets event, investors learned this and more.

Saxo Markets clients in Australia can now take advantage of Sharesight’s award-winning performance and tax reporting by using our new Saxo Markets integration.

In this post, we’ll examine how to actually keep your asset allocation on target using Sharesight’s Custom Groups and diversity report.

Sharesight’s news feed feature is just one way investors can access crucial information that might impact a stock’s price.

Interactive Brokers clients worldwide can now automatically sync ongoing trades to their Sharesight portfolio simply by connecting their brokerage account.

Investors can now access insights from The Motley Fool Singapore directly within Sharesight for stocks listed on the Singapore Stock Exchange (SGX).

In this article we’ll cover a few things you might need to know should you inherit shares, as well as how to track those shares in Sharesight.

Australians trading US stocks with Stake can now import their full trading history, plus easily sync future trades to their Sharesight portfolios.