Topic: Sharesight Features & Tips

Sharesight makes it easy to access award-winning performance and tax reporting with the ability to automatically import trades to Sharesight via email.

Sharesight has improved support for ASX-listed stapled securities, which have important tax implications for Australian investors.

Australian investors who hold Magellan unlisted funds can automatically import their holdings to their Sharesight portfolio.

United States investors trading through Ally Invest can automatically import trades directly into their Sharesight portfolio.

Investors trading through Australian broker Superhero can automatically import historical and ongoing trades into their Sharesight portfolio.

Investors can automatically import trades to Sharesight from Australian broker SelfWealth using our File Importer and Trade Confirmation Email features.

Sharesight users can easily track investments in the offshore Chinese Yuan (CNH) and onshore Yuan (CNY) currencies, along with over 60 other global currencies.

In this post, I thought I would share how I use Sharesight personally to centralise my SMSF portfolio administration, performance and tax reporting.

Only tracking the cash you receive from dividends only tells half the story. Here’s 3 reasons why Australian investors need a dividend tracker like Sharesight.

Sharesight’s benchmarking feature allows investors to track their portfolio performance against over 170,000 stocks, ETFs or mutual funds.

Investors using Sharesight can easily track stocks on the Bursa Malaysia (KLS) exchange, along with more than 30 global exchanges including key Asian markets.

Sharesight now has ETF distribution data for the FY19/20 Australian tax year for all iShares, Russell Investments, ETF Securities, Vanguard and Betashares ETFs.

With Sharesight, investors can easily track stocks listed on the Nasdaq Nordic exchanges for Stockholm, Copenhagen, Iceland and Helsinki.

Sharesight users can easily track stocks on the Oslo Stock Exchange (OSE), as well as a range of other Nordic exchanges.

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:

South African investors trading through Investec can automatically import trades directly into their Sharesight portfolio