Topic: Sharesight Features & Tips

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

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

Let Sharesight help you decide whether to leverage a tax loss selling / tax loss harvesting strategy to help offset any 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.

Investors in over 100 countries can now create Sharesight portfolios – with the impact of foreign exchange rates automatically taken into account.

Sharesight now supports 67 global currencies, allowing users to track FX holdings and hold investments denominated in a vast range of worldwide currencies.

Sharesight has expanded our support for tracking fractional share trades on markets that support it to include any stock exchange we support.

We break down who New Zealand’s capital gains tax applies to, and how to calculate losses/gains on share trading activity using Sharesight for tax purposes.

Find out how Sharesight’s comprehensive tax reports (built according to NZ IRD rules) can save you both time and money this tax season.