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 one of our most popular Sharesight Pro 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.
Handling cash investments with Sharesight
Follow our detailed step-by-step instructions and learn how easy it is to track cash investments with Sharesight, and the Xero accounting software.
New Navigation Menu
We've launched a new and improved navigation menu that makes it much quicker and easier for you to navigate around your Sharesight investment portfolio(s).
Dividend franking & performance
Learn about dividend franking, including how Sharesight automatically tracks it for you, and how it impacts your portfolio performance returns.
Record your share trades automatically!
Data entry, what's that? Learn how to record your share trades automatically with Sharesight, your share portfolio tracker.
Product update - notes, file attachments, PDF reports
Learn about our latest product update, including notes about the shareholding, file attachments, and the ability to download PDF reports.
Maintaining your share portfolio just got a whole lot easier
Automating the recording of your buy and sell trades into your Sharesight portfolio means maintaining your share portfolio just got a whole lot easier.
Sharesight - now your FREE Online Portfolio Manager
Sharesight is now your FREE Online Portfolio Manager - meaning investors may now track up to 10 holdings for FREE for life!
How Sharesight operates in the Cloud
Sharesight co-founder Tony Ryburn explains how Sharesight operates in the Cloud, specifically in terms of hosting and platform security.