Latest posts
Track Virtual Brokers trades using Sharesight
Virtual Brokers clients can now import their trading history into Sharesight with our broker import wizard, unlocking our award winning portfolio tracking.
Track Qtrade Investor stock trades using Sharesight
Canadians trading stocks and mutual funds with Qtrade Investor can easily import their historical and ongoing trades to Sharesight.
Aussie Firebug podcast interview with Sharesight CEO
Sharesight user and FIRE investing advocate Aussie Firebug speaks with Sharesight CEO Doug Morris on the Aussie Firebug podcast about performance, tax and FIRE.
Improved portfolio trading cash account tracking
Sharesight's Cash Account feature is now even better, allowing investors to now track their broker trading cash accounts in Sharesight automatically.
Import RBC Direct Investing trades into Sharesight
RBC Direct Investing clients can now import their trading history directly into Sharesight with our broker import wizard.
4 metrics to monitor the health of your investment portfolio
Understanding how your portfolio has been performing overall, not just in the past month, is the best antidote to help you make the best decisions. Here's how:
Sharesight: The Xero add-on for investment portfolios
When linked to Xero, Sharesight provides a seamless solution between investment portfolio management and accounting. Here’s how.
Easily import Hatch trades to Sharesight
We’ve worked with New Zealand broker Hatch to make it easy to import trade details into Sharesight -- simply by using our Trade Confirmation Emails feature
ETF and managed fund tax improvements for Australians
Sharesight has a new solution to help you record the tax components of trusts such as managed funds and ETFs correctly for your Australian tax return.
Attribution Managed Investment Trust tax calculations
Australian investors face some new & potentially complex tasks when completing their 2018 ATO Tax Return, particularly if they earn income from managed trusts.
Improved Canadian portfolio benchmarking
Canadian investors, if you haven’t used Sharesight’s benchmarking feature, now’s the time to try it, as we’ve made it even better.
Improved LIC capital gain reporting for Australian investors
Just in time for FY2017/2018 tax returns we’ve added a helpful new feature to Sharesight to assist Australian investors in Listed Investment Companies (LICs).