Blog

Import RBC Direct Investing trades to Sharesight

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

Taxable income report for Australian investors

Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.

Capital gains tax (CGT) calculator for Australian investors

Sharesight's Australian capital gains tax calculator is the easiest way to calculate CGT on your investment portfolio. Read more on CGT rates, rules & more.

Why Sharesight Pro is the best portfolio tracker for financial advisors

Discover why financial advisors prefer Sharesight Pro. We discuss how advisors benefit from Sharesight's ease-of-use, cost-effectiveness and data transparency.

Track your AJ Bell trades with Sharesight

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Stay on top of your Sharesight portfolio with email alerts

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

Record-keeping requirements for Australian investors

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

Tax loss selling for Australian investors

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.

Track your Fidelity Investments trades in Sharesight

If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.

Evaluate your investment returns with the performance report

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Effortlessly track clients’ trades with Sharesight and Desktop Broker

Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker.

Track stocks on the London Stock Exchange with Sharesight

With Sharesight, you can automatically track the price and performance of thousands of stocks and ETFs on the London Stock Exchange (LSE).