Topic: Sharesight Features & Tips

Looking for a Google Finance alternative? Sharesight provides annualised performance, automatic dividends, currency impacts and advanced portfolio reporting.

Calculate your 2020-2021 foreign investment fund income for filing your IR3 individual income return with the New Zealand IRD, using Sharesight’s FIF Report.

Sharesight’s All Trades Report makes it easy to view your trading history at a glance, or export the data to send to your accountant.

In this article we’ll explore a number of different bundled and unbundled SMSF platform solutions, and compare the benefits and costs of each.

It’s easy to track your stock watchlist using Sharesight, with the ability to monitor the price of over 170,000 stocks, ETFs and funds in 36+ global markets.

Are you a Canadian investor filing taxes for the 2020 financial year? Here are 3 Sharesight features that save Canadian investors time and money at tax time.

Find out how Sharesight’s comprehensive investor tax reports (built according to NZ IRD rules) can save you both time and money this tax season.

With Sharesight, investors can easily track the price and performance of more than 30,000 stocks and ETFs on the London Stock Exchange (LSE).

Quickly view the price and performance of over 170,000 stocks, ETFs and managed funds from over 30 worldwide exchanges with Sharesight’s Share Checker.

Sharesight Pro provides a low-cost alternative to WRAP platforms with advantages for advisors and their clients including easy data aggregation and reporting.

With Sharesight, investors can automatically track the price and performance of stocks and ETFs on the New York Stock Exchange, plus over 30 other markets.

With Sharesight, investors can easily track the price and performance of stocks and ETFs on the Nasdaq exchange, plus more than 30 other global markets.

Sharesight’s portfolio tracker is the ultimate solution for SMSF trustees to track their assets and get information at a glance about their returns.

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

Sharesight’s Historical Cost Report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

In this article, I share how I use all the portfolios included as part of a premium Sharesight plan to become a better investor.