The tax solution for your investment portfolio

If you’ve been struggling with calculating your portfolio taxes, it’s time to swap your spreadsheet for Sharesight.

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Simplify your portfolio tax reporting

Built for Canadian investors

Investors just like you use Sharesight to get all the info they need to file their CRA tax returns.

✔️ Tax residency

Set your portfolio currency to Canadian dollars and automatically track currency impacts for any foreign shares.

✔️ CRA tax entities

Choose your portfolio type – Non-Registered, RRSP, RRIF, or TFSA – and we’ll take care of the rest.

✔️ Tax year

The financial year for Canadian portfolios is set to 31 December, but you may edit it as required.
3 ways Sharesight helps Canadians at tax time

Everything you need to calculate your portfolio taxes

With Sharesight, all your portfolio-related data lives in one place. So you always have everything you need – not just at tax time but throughout the year.

⭐ See all your dividend income

Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments, broken-up by local Canadian and foreign income. The report can be run at any time, over any time period.

Taxable Income Report - Canada : Sharesight

⭐ Easily calculate your CGT

Use the Capital Gains Tax Report to calculate the capital gains you incurred from sold shares, using the ‘Adjusted Cost Base’ sale allocation method as per Canada Revenue Agency (CRA) rules. You can run the report at any time, over any time period.

CGT Report Canada 2018 (cropped)

Make tax time a breeze

Features to save you time and money at tax time, and provide peace of mind throughout the year.
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Flexible reporting

Run reports for any tax year (or custom date range), and export them to a PDF or spreadsheet.
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24x7 access

Keep track of everything you need in one place, and access it anywhere you have an internet connection.
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Secure sharing

Stop emailing sensitive files back and forth – share secure portfolio access with your accountant instead.
Simplify your portfolio tax reporting

Don’t just take our word for it