Topic: Sharesight Features & Tips

Here’s why Sharesight is better for tracking your investment portfolio than manually entering all of your holdings, trades, and dividends in a spreadsheet.

Investors can now track trades from US broker Charles Schwab and leverage Sharesight’s award-winning performance, dividend tracking, and tax reporting features.

Over time Nick and Katie’s spreadsheets became increasingly difficult to maintain, and they realised it had become untenable to keep going this way.

With so many features, where do investors start? Here are the Sharesight portfolio performance tracking features investors need to know about.

Investors who trade with Hatch can easily connect their Hatch account directly to Sharesight’s award-winning portfolio tracker.

We’ve added support for all stocks that are solely listed on the Cboe Global Markets (Cboe) owned BATS Markets (BZX) stock exchange to Sharesight.

Now, you can automatically sync your buy and sell trades, as well as payouts such as dividends and distributions with your Sharesight Cash Account.

Experienced investors understand that now is the time to put your trust in an award-winning solution like Sharesight that is purpose-built for their needs.

We have worked with the ASX to source and display mFund distribution data directly within Sharesight. Making it easy to track all your investments in one place.

To calculate your investment performance Sharesight factors in the impact of dividends, currency fluctuations & timing of inflows/outflows on your portfolio.

Sharesight isn’t only for tracking stocks, ETFs or mutual funds. Get the full picture of your wealth by tracking your investment property in Sharesight today.

Last year was a big one at Sharesight, month after month we released new features and improvements to make Sharesight better than ever. Here’s the full list!

Investors can now access insights from The Motley Fool UK directly within Sharesight for stocks listed on the London Stock Exchange (LSE).

As we rapidly approach the end of another year, it’s a great time to look back and catch up on some of our top blog articles you may have missed in 2019.

Here we cover how to track what is known as a capital call transaction – a type of transaction that is commonly encountered in private equity investments.

NZ Smartshares can now be easily synced to Sharesight portfolios and tracked alongside your other holdings for award-winning performance & tax reporting.