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Connect Sharesight and Otivo
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Take control of your finances by connecting Sharesight and Otivo

by Stephanie Stefanovic | Mar 30th 2022

By connecting Sharesight and Otivo, investors can now keep track of all their financial accounts (including their investment portfolio) in one place.

Bendigo Invest Direct Sharesight
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Track your Bendigo Invest Direct portfolio with Sharesight

by Stephanie Stefanovic | Mar 15th 2022

You can directly connect your Bendigo Invest account to Sharesight, allowing you to automatically sync historic and ongoing trades to a Sharesight portfolio.

How I make the most of my Sharesight portfolios
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How I make the most of my Sharesight portfolios

by Angela Thompson | Mar 13th 2022

In this article, I share how you can use your extra Sharesight portfolios to become a better investor, including how I make the most of my portfolios.

Get Zacks Investment Research news in Sharesight
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Get Zacks Investment Research news in Sharesight

by Stephanie Stefanovic | Feb 16th 2022

Investors can get Zacks Investment Research news directly in their Sharesight portfolio for US stocks, making it easier to make informed investing decisions.

Contribution analysis report
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View your portfolio performance with the Contribution Analysis Report

by Prashant Mohan | Feb 11th 2022

Sharesight’s Contribution Analysis Report breaks down the total return of your portfolio by the components that are driving your returns.

Sold securities report
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See gains on stocks you've sold with the Sold Securities Report

by Stephanie Stefanovic | Feb 9th 2022

A useful performance evaluation tool, the Sold Securities Report makes it easy for investors to see the money they have made selling stocks, ETFs and funds.

Track Cash Accounts along with the rest of your investments 4
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Track your brokerage cash account alongside your investments

by David Olsen | Jan 24th 2022

Track your brokerage cash account within your investment portfolio using Sharesight to see the full picture of your investment performance.

tax time Sharesight
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3 ways Sharesight helps investors at tax time

by Angela Thompson | Jan 18th 2022

Whether you file your own tax return, or work with an accountant, Sharesight can save you both time and money at tax time.

Track stocks on KOSDAQ exchange
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Track stocks on the KOSDAQ exchange with Sharesight

by Stephanie Stefanovic | Jan 12th 2022

With Sharesight, investors can easily track more than 1,400 stocks and ETFs on the KOSDAQ exchange, with daily price and performance updates.

Automatically import your Questrade trades into Sharesight
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Automatically import your Questrade trades into Sharesight

by Stephanie Stefanovic | Jan 11th 2022

Questrade clients can now easily import their trading data into Sharesight, and leverage our award-winning portfolio performance and tax reporting features.

Fresh view on your investments in 2022
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Get a fresh view on your investments in 2022

by Stephanie Stefanovic | Jan 11th 2022

We share three tips and tricks to get increased visibility into your portfolio’s returns while also saving time and money managing your investments.

Easily track investments from Canadian brokers (2)
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Easily track investments from leading Canadian brokers

by David Olsen | Dec 13th 2021

Investors can easily import their trades in stocks, ETFs and mutual funds directly into Sharesight from a range of leading Canadian brokers.