Topic: Sharesight Features & Tips | Sharesight

We’ve worked with New Zealand broker Hatch to make it easy to import trade details into Sharesight – simply by using our Broker Email Import feature

Sharesight has a new solution to help you record the tax components of trusts such as managed funds and ETFs correctly for your Australian tax return.

We’ve now added the ability to import trades to your Sharesight portfolio from Saxo Capital Markets Australia (owned by Danish based Saxo Bank).

Australian investors face some new & potentially complex tasks when completing their 2018 ATO Tax Return, particularly if they earn income from managed trusts.

Canadian investors, if you haven’t used Sharesight’s benchmarking feature, now’s the time to try it, as we’ve made it even better.

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.