Topic: Sharesight Features & Tips | Sharesight

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.

With EOFY fast-approaching in Australia, now is the time to leverage tax loss selling to offset any capital gains you may have incurred this year.

Getting your investments in order before June 30 is easier than ever thanks to Sharesight, upgrade before EOFY 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.

Today we’re pleased to announce that we’ve added fractional share support across those markets that permit trading in fractional quantities.

When you login to your broker to check your portfolio performance, do you know what those numbers really mean, and more importantly, what’s missing?

We’ve recently rolled out an update to the holding page that displays the cost base per share at a glance instead of having to run the Historical Cost report.

These quick-wins are guaranteed to provide you with the portfolio insights to help you make the most of your portfolio this year.

Sharesight’s comprehensive FIF Report automatically calculates your 2017-2018 FIF income, which you can use for your New Zealand IRD tax return.

Given its popularity among investors on Sharesight premium plans, we have made portfolio sharing available to everyone – including free Sharesight accounts.

Here are 3 ways you can get a head-start on preparing your clients’ tax returns with Sharesight Pro, before they even make an appointment to see you!

With the New Zealand financial year coming to a end this month, here are 5 Sharesight features that can save NZ investors both time and money this tax season.

Investors can now track foreign currency holdings as an FX currency account in their Sharesight portfolio, with prices updated every 5 minutes.