Latest posts

eofy - featured
Product features

5 ways Sharesight makes EOFY a breeze

by Angela Thompson | Jun 18th 2014

With the end of financial year just around the corner, we thought we'd share the 5 ways that Sharesight makes EOFY a breeze.

KiwiSaver - featured
Product features

How do I track my KiwiSaver fund in Sharesight?

by Doug Morris | May 2nd 2014

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.

unrealised capital gains tax report - featured
Product features

How do I run an Australian capital gains tax report?

by Doug Morris | Apr 11th 2014

Learn how easy it is to run realised and unrealised Capital Gains Tax Reports (CGT Reports) in Sharesight Online Portfolio Manager.

Sharesight + Xero - Featured
Product features

Sharesight + Xero for financial advisers

by Doug Morris | Mar 27th 2014

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.

Sharesight Hero - featured (1200x630)
Product features

The improved Sharesight interface. New body. Same engine.

by Doug Morris | Mar 16th 2014

We're excited to announce the new and improved Sharesight interface, featuring a crisp look, responsive design, and improved charting features.

FIF Report - featured
Product features

2 click FIF reporting. Yes, it's this easy. Yes, it's this automatic.

by Doug Morris | Mar 3rd 2014

Calculate your 2014 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

Contract Notes - Featured
Investing tips | Product features

Portfolio Setup Tip #3: Automatic Contract Note Processing

by Doug Morris | Jan 23rd 2014

The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.

Opening Balances - featured
Product features

Portfolio set up tips: Bulk upload opening balances

by Doug Morris | Jan 16th 2014

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).

Opening Balances - Manual - featured
Product features

Portfolio setup tip #1: opening balances (manual entry) are your best friend

by Doug Morris | Jan 13th 2014

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.

Sharesight Hero - featured (1200x630)
Product features

New feature: Carry forward loss

by Doug Morris | Dec 17th 2013

Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.

Sharesight Hero - featured (1200x630)
Product features

Portfolio sharing is caring

by Doug Morris | Dec 3rd 2013

Learn about Sharesight's professional plan features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.

Sharesight + Xero - Featured
Product features

Sharesight’s beautiful Xero integration

by Doug Morris | Nov 18th 2013

Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.