Topic: Sharesight Features & Tips

The latest Sharesight Mobile App update features additional holding information (including transaction details and news), as well as cash account tracking.

The Contribution Analysis Report explains the drivers behind your portfolio’s performance by clearly identifying significant outperformers and underperformers.

Strengthen client relationships and get a head-start on preparing your clients’ tax returns, before they even make an appointment to see you.

Find out how Sharesight can save you over 59% on admin-related investing costs, compared to attempting to track everything in a spreadsheet.

The Sharesight Mobile App allows investors to track their portfolio performance on the go, including capital gains, dividends & currency gains.

Simply Wall St. customers can import their Sharesight portfolios in just a few clicks, allowing them to easily visualise their share holdings.

Learn the difference between our tax and performance reports and where to find any “missing dividends” not appearing on your Performance Report.

We’ve added support for BIT, BME, BSE, and NSE, so you can now track Madrid, Milan, Bombay & India stock markets within your Sharesight portfolio(s).

Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.

Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

Our new and improved investment search tool allows you to search on any listed company or ticker code without first specifying its market or country.

You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?

Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.

Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

Bank of Queensland is now offering their clients access to Sharesight’s powerful portfolio tracking and performance & tax reporting tools.

Take advantage of the specific tax reporting features within Sharesight that will save you time, money and admin-related headaches this EOFY.