Topic: Sharesight Features & Tips

Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).

Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.

We’re excited to introduce the FREE Sharesight Chrome Extension which provides investors with “Portfolio Snapshot & Quick Access” functionality.

We’ve added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.

The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.

We’re pleased to announce that we’ve partnered with Livewire to bring their exclusive market insights directly into your Sharesight portfolio.

Organise your portfolio holdings according to the industry classification data provided by FactSet’s global security classification scheme.

Our latest enhancement lets you open and save your Sharesight investment portfolio performance and tax reports directly in Google Sheets (Google Drive).

Sharesight performance & tax reports are now in XLSX format, so they can be opened in multiple spreadsheet applications - including free platforms.

We’ve expanded our global markets coverage so investors may now use Sharesight to track the Swiss & Tokyo stock exchanges.

Sharesight makes it easy to auto-track your Suncorp trades - simply forward contract notes to your portfolio via the Trade Confirmation Emails feature.

Sharesight clients may auto-track trades from Select Equities & Credit Suisse by forwarding contract notes via the Trade Confirmation Emails feature.

We’ve expanded our global markets coverage to include Singapore Exchange (SGX), Frankfurt Stock Exchange (FRA) and Johannesburg Stock Exchange (JSE).

Canadian DIY and professional investors can now sign up to Sharesight Canada to track their local and overseas investments in Canadian dollars.

Learn how to merge manually created/maintained custom holdings into listed securities in Sharesight’s investment tracking & reporting system.

Calculate your 2015 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.