Topic: Sharesight Features & Tips

Whether you file your own tax return, or work with an accountant, Sharesight can save you both time and money at tax time.

With Sharesight, investors can easily track more than 1,400 stocks and ETFs on the KOSDAQ exchange, with daily price and performance updates.

Questrade clients can now easily import their trading data into Sharesight, and leverage our award-winning portfolio performance and tax reporting features.

We share three tips and tricks to get increased visibility into your portfolio’s returns while also saving time and money managing your investments.

Investors can easily import their trades in stocks, ETFs and mutual funds directly into Sharesight from a range of leading Canadian brokers.

With Sharesight, investors can get Small Caps news directly in their portfolio for ASX-listed stocks. Keep reading to learn more.

Investors using Wealthsimple Trade can automatically import trades in Canadian and US stocks and ETFs, plus any of the cryptocurrencies supported by Sharesight.

With Sharesight, investors can easily track over 1,000 stocks and ETFs on the Tel Aviv Stock Exchange (TASE), plus over 40 leading global markets.

With Sharesight, investors can get ausbiz market insights directly in their portfolio for ASX-listed stocks. Keep reading to learn more.

To learn more about cost base per share, how it’s calculated and how you can automatically track it using Sharesight, keep reading.

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

Sharesight supports tracking trades from over 200 brokers throughout Australia, New Zealand, the United States, Canada, the United Kingdom, Europe and Asia.

With Sharesight, investors can track the price and performance of over 12,000 Australian managed funds and mFunds, plus more than 700 New Zealand funds.

Sharesight’s Multi-Period Report presents a portfolio’s returns over up to five distinct or cumulative periods so investors can explore their true performance.

Investors trading with US broker Robinhood can automatically import trades in stocks and ETFs to their Sharesight portfolio.

With Sharesight, investors can track the price and performance of over 40,000 Canadian mutual funds along with the rest of the investments in their portfolio.