Blog

Track your Smartshares in Sharesight

by Angela Thompson, Senior Digital Marketing Manager, Sharesight | Nov 26th 2019

Investors trading New Zealand Smartshares can now easily sync ongoing trades to their Sharesight portfolios, so they can be tracked alongside their other holdings. This makes it easier than ever for Smartshares investors to run Sharesight’s award-winning performance and tax reports built for NZ investors.

Track your Smartshares in Sharesight - featured

Why use Sharesight with Smartshares?

Sharesight’s powerful performance and tax reports are built for the needs of NZ investors. With Sharesight you can:

Easily sync ongoing trades with Sharesight

To sync your ongoing Smartshares trades to your Sharesight portfolio, set up Sharesight’s Trade Confirmation Emails feature:

  1. Enable Trade Confirmation Emails in your Sharesight portfolio

  2. Locate your Sharesight portfolio broker email address, and copy it

  3. Forward the “Securities Transaction Statement” email sent to you by Link Market Services to the email address provided in step 2

Simplify your portfolio admin with Sharesight

The best way to understand what Sharesight is all about is to sign up and try Sharesight for yourself FOR FREE. We’re confident that you’ll agree that it’s the best portfolio tracker for the needs of NZ investors.

FURTHER READING

Fidelity Investments

Track your Fidelity Investments trades in Sharesight

by Stephanie Stefanovic | May 23rd 2024

If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.

Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.