Latest posts
Take control of your finances by connecting Sharesight and Otivo
By connecting Sharesight and Otivo, investors can now keep track of all their financial accounts (including their investment portfolio) in one place.
Track your Bendigo Invest Direct portfolio with Sharesight
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
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
Investors can get Zacks Investment Research news directly in their Sharesight portfolio for US stocks, making it easier to make informed investing decisions.
View your portfolio performance with the Contribution Analysis Report
Sharesight’s Contribution Analysis Report breaks down the total return of your portfolio by the components that are driving your returns.
See gains on stocks you've sold with the Sold Securities Report
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 your brokerage cash account alongside your investments
Track your brokerage cash account within your investment portfolio using Sharesight to see the full picture of your investment performance.
3 ways Sharesight helps investors at tax time
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 the KOSDAQ exchange with Sharesight
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
Questrade clients can now easily import their trading data into Sharesight, and leverage our award-winning portfolio performance and tax reporting features.
Get a fresh view on your investments in 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 leading Canadian brokers
Investors can easily import their trades in stocks, ETFs and mutual funds directly into Sharesight from a range of leading Canadian brokers.