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featured - ETF tax admin

How Sharesight makes ETF tax admin easy

by David Olsen | Jun 25th 2018

We’ve made significant improvements in how Sharesight handles the data underpinning ETF income distributions and how we report these for Australian investors.

featured - Sharesight CGT Report AU

How to calculate your 2017-2018 capital gains tax

by Angela Thompson | Jun 15th 2018

Forget your spreadsheet. The best way to calculate your investment portfolio’s CGT obligations is to use Sharesight’s Capital Gains Tax Report.

sharesight - diversity hands

5 ways to get the portfolio insights you need

by Angela Thompson | Jun 12th 2018

These Sharesight features allow you to easily analyse your portfolio so you can make informed decisions in the year ahead.

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Offset your capital gains by tax loss selling

by Angela Thompson | Jun 12th 2018

It's useful to routinely review your portfolio and decide whether you should leverage a tax loss selling strategy to help offset any capital gains.

featured - Track fractional shares

Track fractional shares with Sharesight

by David Olsen | May 16th 2018

Today we’re pleased to announce that we’ve added fractional share support across those markets that permit trading in fractional quantities.

4 reasons

4 reasons to stop relying on your broker’s performance reports

by Angela Thompson | Apr 23rd 2018

When you login to your broker to check your portfolio performance, do you know what those numbers really mean, and more importantly, what’s missing?

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How to calculate your 2018 FIF income

by Angela Thompson | Mar 26th 2018

Sharesight's comprehensive FIF Report automatically calculates your 2017-2018 FIF income, which you can use for your New Zealand IRD tax return.

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Sharesight portfolio sharing now on all plans (even free!)

by David Olsen | Mar 21st 2018

Given its popularity among investors on Sharesight premium plans, we have made portfolio sharing available to everyone -- including free Sharesight accounts.

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3 ways Sharesight's professional plan simplifies NZ tax returns

by Josh Rodrigues | Mar 19th 2018

Here are 3 ways you can get a head-start on preparing your clients’ tax returns with Sharesight Pro, before they even make an appointment to see you!

Featured - Track foreign currency on Sharesight

Track foreign currency on Sharesight

by David Olsen | Feb 22nd 2018

Investors can now track foreign currency holdings as an FX currency account in their Sharesight portfolio, with prices updated every 5 minutes.

featured - Sharesight Amazon Alexa Skill

Sharesight now has an Amazon Alexa Skill

by David Olsen | Feb 13th 2018

For anyone with an Amazon Echo, you can now ask Alexa how your share portfolio is performing by adding the Sharesight Alexa Skill.

featured - Sharesight API Russell Dear

Q&A with Sharesight Alexa Skill developer — Russell Dear

by David Olsen | Feb 13th 2018

Recently a Senior Developer at Xero reached out to us in a personal capacity to ask whether he could develop an Amazon Alexa Skill for Sharesight using our API.