Topic: Sharesight Features & Tips

Investors using Wealthsimple Trade can automatically import trades in Canadian and US stocks and ETFs, plus any of the cryptocurrencies supported by Sharesight.

With Sharesight, investors can easily track over 1,000 stocks and ETFs on the Tel Aviv Stock Exchange (TASE), plus over 40 leading global markets.

With Sharesight, investors can get ausbiz market insights directly in their portfolio for ASX-listed stocks. Keep reading to learn more.

To learn more about cost base per share, how it’s calculated and how you can automatically track it using Sharesight, keep reading.

Canadian investors can easily track their Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to their non-registered, RRSP, and RRIF accounts.

Sharesight supports tracking trades from over 200 brokers throughout Australia, New Zealand, the United States, Canada, the United Kingdom, Europe and Asia.

With Sharesight, investors can track the price and performance of over 12,000 Australian managed funds and mFunds, plus more than 700 New Zealand funds.

Sharesight’s Multi-Period Report presents a portfolio’s returns over up to five distinct or cumulative periods so investors can explore their true performance.

Investors trading with US broker Robinhood can automatically import trades in stocks and ETFs to their Sharesight portfolio.

With Sharesight, investors can track the price and performance of over 40,000 Canadian mutual funds along with the rest of the investments in their portfolio.

Sharesight now has updated ETF distribution component information for the FY20/21 Australian tax year for the majority of ETFs in Australia.

Sharesight now tracks over 100 currencies, allowing users to track FX holdings and hold investments denominated in a vast range of global currencies.

With Sharesight, investors can track more than 240,000 stocks, ETFs and funds on over 40 leading global stock exchanges.

Sharesight Pro provides a low-cost alternative to WRAP platforms with advantages for advisors and their clients including easy data aggregation and reporting.

Australian investors trading with Bell Potter can automatically import trades in stocks and ETFs to their Sharesight portfolio.

Why do financial advisers use Sharesight Pro? We discuss four key reasons: Client demand, client access, cost-effectiveness and complete visibility.