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
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.
⭐ 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.
Make tax time a breeze
Features to save you time and money at tax time, and provide peace of mind throughout the year.
Flexible reporting
Run reports for any tax year (or custom date range), and export them to a PDF or spreadsheet.
24x7 access
Keep track of everything you need in one place, and access it anywhere you have an internet connection.
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
Makes life so much easier
“Wish I’d found this site years ago. Has made the tracking, analysis and tax reporting on portfolio exceedly easy and less costly. Would highly recommend.”
— Murray
— Murray
Indispensible to my portfolio management and tax reporting
“Sharesight is a very user friendly and effective portfolio management tool. It leaves me to focus on qualitative stock evaluation and decision-making while Sharesight does the record keeping and tax tracking in the background.”
— Simon
— Simon
Ticks all the boxes
“So incredibly user-friendly. Also like that I can see portfolios that people have shared with me (we share advice). Also the reports for tax purposes are just what I need. I just put the numbers into the tax return. Saves a fortune in fees.”
— Lawrie
— Lawrie