Latest posts
2016: year in review
2016 was a busy year for Sharesight! Here’s a recap of the top features, most popular articles, and new strategic partners we joined forces with last year.
Announcing the Contribution Analysis Report
The Contribution Analysis Report explains the drivers behind your portfolio’s performance by clearly identifying significant outperformers and underperformers.
Beat the tax time rush — or at least prepare for it
Strengthen client relationships and get a head-start on preparing your clients’ tax returns, before they even make an appointment to see you.
How much money can Sharesight save you?
Find out how Sharesight can save you over 59% on admin-related investing costs, compared to attempting to track everything in a spreadsheet.
Visualise your portfolio with Sharesight and Simply Wall St
Simply Wall St customers can import their Sharesight portfolios in just a few clicks, allowing them to easily visualise their share holdings.
Where to find the "missing dividends" on your performance report
Learn the difference between our tax and performance reports and where to find any "missing dividends" not appearing on your Performance Report.
Track Madrid, Milan, Bombay & India stock markets
We've added support for BIT, BME, BSE, and NSE, so you can now track Madrid, Milan, Bombay & India stock markets within your Sharesight portfolio(s).
How to track DRP residual balances
Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.
Canadian Capital Gains Tax Report
Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.
Enhanced investment search tool
Our new and improved investment search tool allows you to search on any listed company or ticker code without first specifying its market or country.
How to get help within your Sharesight portfolio
You might already be aware of our knowledge base and tutorial videos, but did you know you can get help within your Sharesight portfolio?
3 reasons why your return figures may seem incorrect
Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.