5 ways Sharesight makes EOFY a breeze
With the end of financial year just around the corner, we thought we'd share the 5 ways that Sharesight makes EOFY a breeze.
How do I track my KiwiSaver fund in Sharesight?
Tracking your KiwiSaver fund is easy with Sharesight, a free online portfolio management system that lets you track shares and over 10,000 AU & NZ funds.
How do I run an Australian capital gains tax report?
Learn how easy it is to run realised and unrealised Capital Gains Tax Reports (CGT Reports) in Sharesight Online Portfolio Manager.
Sharesight + Xero for financial advisers
Financial advisers are the fastest growing Sharesight client channel. Using best-of-breed apps like Sharesight & Xero helps them focus on what they do best.
The improved Sharesight interface. New body. Same engine.
We're excited to announce the new and improved Sharesight interface, featuring a crisp look, responsive design, and improved charting features.
2 click FIF reporting. Yes, it's this easy. Yes, it's this automatic.
Calculate your 2014 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.
Portfolio Setup Tip #3: Automatic Contract Note Processing
The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.
Portfolio set up tips: Bulk upload opening balances
Follow our step-by-step instructions and learn how easy it is to import your opening balances via bulk upload into your Sharesight share tracker portfolio(s).
Portfolio setup tip #1: opening balances (manual entry) are your best friend
Follow our step-by-step instructions and learn how easy it is to upload your opening balances to your Sharesight investment tracker via manual entry.
New feature: Carry forward loss
Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.
Portfolio sharing is caring
Learn about Sharesight's professional plan features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.
Sharesight’s beautiful Xero integration
Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.