BlogSharesight Features & Tips

Track your Smartshares in Sharesight

by Angela Thompson, 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.

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

animated - enable broker email import

To sync your ongoing Smartshares trades to your Sharesight portfolio, set up Sharesight’s broker email import feature:

  1. Enable Broker Email Import in your Sharesight portfolio

  2. Locate your Sharesight portfolio broker email address (see image above), 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.

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