Topic: Sharesight Features & Tips

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

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.

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.

I use Sharesight every day and I can truly say it has transformed my investing experience. Here some of my suggestions to get the most out of Sharesight:

The best way to calculate your investment portfolio’s CGT obligations is to use Sharesight’s Canadian Capital Gains Tax Report. Here’s why.

If you’re a dividend income or dividend growth investor, tracking the value of this income over time is essential, particularly for self funded retirees.

Calculate your 2019-2020 foreign income fund / FIF income for filing your IR3 individual income return with the New Zealand IRD, using Sharesight’s FIF Report.

Investors can automatically import trades to their Sharesight portfolio for Australian low-cost broker SelfWealth using our Trade Confirmation Emails feature.

Here are 3 Sharesight features that can save Canadian investors both time and money when filing your taxes for the 2019 tax year.

We’ve added support for all stocks that are solely listed on the Cboe Global Markets (Cboe) owned BATS Markets (BZX) stock exchange to Sharesight.

Now, you can automatically sync your buy and sell trades, as well as payouts such as dividends and distributions with your Sharesight Cash Account.

Experienced investors understand that now is the time to put your trust in an award-winning solution like Sharesight that is purpose-built for their needs.

We have worked with the ASX to source and display mFund distribution data directly within Sharesight. Making it easy to track all your investments in one place.

Sharesight takes into account the impact of things like dividends, currency fluctuations and the timing of inflows and outflows on your investment portfolio.

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

Last year was a big one at Sharesight, month after month we released new features and improvements to make Sharesight better than ever. Here’s the full list!