Topic: Sharesight Features & Tips

Sharesight tracks over 12,000 mutual funds in the United Kingdom, one of more than 40 global stock exchanges and mutual fund markets that we support.

Investors trading in cryptocurrency through Independent Reserve can automatically track their trades in 8 leading cryptocurrencies supported by Sharesight.

Sharesight’s Australian capital gains tax calculator is the easiest way to calculate the CGT on your investment portfolio for the 2020-2021 tax year.

Australians (and New Zealanders) trading US stocks with Stake can import their trading history, plus easily sync future trades to their Sharesight portfolios.

A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight’s Unrealised CGT report can help.

To help you protect your account, Sharesight supports an additional layer of security called two-factor authentication (2FA).

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio tax record-keeping with Sharesight.

Find out how Sharesight’s comprehensive investor tax reports (built according to NZ IRD rules) can save you both time and money this tax season.

Investors trading with UK broker Trading 212 can automatically import historical and ongoing trades to their Sharesight portfolio.

Investors using Raiz Invest can automatically import historical and ongoing trades in the underlying ETFs Raiz invests in to their Sharesight portfolio.

Sharesight’s new Multi-Currency Valuation Report is built for the needs of investors who invest globally and think in terms of more than one currency.

Sharesight’s stock market data aggregation and tax reporting saves accounting firms of all sizes hours of “portfolio admin” so they can grow their businesses.

With Sharesight, investors can easily track the price and performance of more than 10,000 stocks and ETFs on the Hong Kong Stock Exchange (HKG).

Looking for a Google Finance alternative? Sharesight provides annualised performance, automatic dividends, currency impacts and advanced portfolio reporting.

Calculate your 2020-2021 foreign investment fund income for filing your IR3 individual income return with the New Zealand IRD, using Sharesight’s FIF Report.

Sharesight’s All Trades Report makes it easy to view your trading history at a glance, or export the data to send to your accountant.