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.
Simplify your portfolio tax reporting
Built for Canadian investors
✔️ 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
⭐ 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.
⭐ 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.