Topic: Sharesight Features & Tips

Sharesight’s Capital Gains Tax Report is the ultimate CGT calculator, helping Canadian investors save time and money on their investments.

Sharesight is the all-in-one portfolio tracking tool built for the needs of Australian investors looking to track their investment performance and tax.

Follow our step-by-step instructions and learn how to automatically track Hargreaves Lansdown trades within your Sharesight portfolio(s).

Here are three simple measures you can take in 2021 to get more visibility into your portfolio’s returns while saving time and money on your investments.

With 2021 just around the corner, let’s revisit some of the most popular investing-related posts we’ve published on the Sharesight blog in 2020.

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.

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.

Sharesight now shows both the trade source and the date the trade was added to your Sharesight portfolio to make it easy to view trades from multiple sources.

Australian investors trading with CMC Markets Stockbroking can connect directly to Sharesight, automatically syncing all trades to their Sharesight portfolio.

While no general capital gains tax applies in New Zealand, a tax on gains made may apply to NZ investors who trade in equity or foreign debt investments.

One of Sharesight’s most popular reports, the Performance Report measures a user’s investment performance over any chosen period.

Investors trading with M1 Finance can automatically import historical and ongoing trades to their Sharesight portfolio.

Investors trading with Interactive Investor can automatically import historical and ongoing trades to their Sharesight portfolio.

Investors trading with Australian broker ANZ Share Investing can automatically import historical and ongoing trades to their Sharesight portfolio.

Investors trading with Australian broker Macquarie Online Trading can automatically import historical and ongoing trades to their Sharesight portfolio.

Investors trading with Australian broker Westpac can automatically import historical and ongoing trades to their Sharesight portfolio.