Topic: Sharesight Features & Tips

Interactive Brokers clients worldwide can now automatically sync ongoing trades to their Sharesight portfolio simply by connecting their brokerage account.

Investors can now access insights from The Motley Fool Singapore directly within Sharesight for stocks listed on the Singapore Stock Exchange (SGX).

In this article we’ll cover a few things you might need to know should you inherit shares, as well as how to track those shares in Sharesight.

Australians trading US stocks with Stake can now import their full trading history, plus easily sync future trades to their Sharesight portfolios.

Sharesight’s Future Income Report helps investors see all of the expected dividends (or distributions) announced to the market for stocks in their portfolios.

Find out which records the ATO requires Australian investors to keep, and how Sharesight greatly simplifies portfolio record-keeping.

Forget your spreadsheet. This capital gains tax calculator is the easiest way to calculate the CGT on your investment portfolio for the 2018-2019 tax year.

Implementing a tax loss selling (tax loss harvesting) strategy can help you offset some of the capital gains you incurred for the year.

Investors can now track almost 2,000 stocks, ETFs and REITs on the Korea Exchange (KRX) on Sharesight, with historical price data going back almost 20 years.

Investors using Sharesight can now benchmark their portfolios using any stock, ETF, mutual/managed fund or unit trust that Sharesight currently supports.

DRPs/DRIPs are an easy way to grow your portfolio over time. But the additional trades they incur makes them a nightmare to track. Here’s how Sharesight helps.

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

We’ve added support for over 1,000 listings on the Taiwan Stock Exchange (TWSE) on Sharesight, with historical price data going back almost 20 years.

We’ve added support for over 3,000 listings on the Shenzhen Stock Exchange (SHE) to Sharesight, with historical price data going back almost 20 years.

We’ve now created a single place on the Sharesight blog for all of our Sharesight20 snapshots and made it easy to subscribe so you won’t miss an update!

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