Latest posts

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).

Sharesight data now available in myprosperity
myprosperity has partnered with Sharesight to offer their clients the ability to view their investment data within the myprosperity wealth portal.

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

How to calculate your 2017-2018 capital gains tax
Forget your spreadsheet. The best way to calculate your investment portfolio’s CGT obligations is to use Sharesight’s Capital Gains Tax Report.

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

Offset your capital gains by tax loss selling
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.

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

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

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

Sharesight portfolio sharing now on all plans (even free!)
Given its popularity among investors on Sharesight premium plans, we have made portfolio sharing available to everyone -- including free Sharesight accounts.