Latest posts
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.
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.