Topic: Sharesight Features & Tips

The Sharesight File Importer allows investors to import trades going back up to 20 years by uploading a spreadsheet containing the required trade details.

We examine the top 10 portfolio benchmarks used by US Sharesight users and how to add a benchmark to your Sharesight portfolio.

Fidelity Investments is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio.

Sharesight users can benchmark their portfolio against more than 170,000 stocks, ETFs or managed/mutual funds in the Sharesight database.

Vanguard Brokerage Services is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio.

Charles Stanley is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio.

nabtrade users can automatically import trades directly into their Sharesight portfolio, giving them access to Sharesight’s award-winning portfolio tracker.

Investors can now import trades automatically to their Sharesight portfolio for New Zealand broker ASB Securities to track their investment performance.

Sharesight’s Contribution Analysis Report breaks down the total return of your portfolio by the components that are driving your returns.

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

Here’s why Sharesight is better for tracking your investment portfolio than manually entering all of your holdings, trades, and dividends in a spreadsheet.

Sharesight’s Australian capital gains tax calculator is the easiest way to calculate the CGT on your investment portfolio for the 2019-2020 tax year.

Investors can now track trades from US broker Charles Schwab and leverage Sharesight’s award-winning performance, dividend tracking, and tax reporting features.

Over time Nick and Katie’s spreadsheets became increasingly difficult to maintain, and they realised it had become untenable to keep going this way.

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.

With so many features, where do investors start? Here are the Sharesight portfolio performance tracking features investors need to know about.