Skip between shares quickly
We have now added a 'Next Share' button to all of the Share Details pages. Click 'next' to skip to the next share in your portfolio, or click the drop-down icon and select a share from the list to jump directly to the appropriate Share Details page. This makes it much faster and easier to navigate between each of the Share Details pages in a portfolio.
FURTHER READING
Evaluate your investment returns with the performance report
One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.
5 ways Sharesight helps Australian investors at tax time
Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.