Track your Smartshares in Sharesight
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.
Why use Sharesight with Smartshares?
Sharesight’s powerful performance and tax reports are built for the needs of NZ investors. With Sharesight you can:
Automatically track daily price & currency fluctuations, and handle corporate actions
Track your investment performance, including the impact of:
- Brokerage fees
- Foreign exchange rates
- Run powerful tax reports built for New Zealand investors, including:
- Easily sync ongoing trades with Sharesight
Easily sync ongoing trades with Sharesight
To sync your ongoing Smartshares trades to your Sharesight portfolio, set up Sharesight’s broker email import feature:
Enable Broker Email Import in your Sharesight portfolio
Locate your Sharesight portfolio broker email address (see image above), and copy it
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.