Track all your dividends in one place,
going back up to 20 years and automatically updated as they’re announced
View all your dividends
See a running list of all your dividends and distributions — over any time period.
Understand your dividend yield
See the impact of dividends on your total return, both at the holding and portfolio level.
Track your reinvested dividends
Easily track your DRPs/DRIPs and their impact on your portfolio performance and growth.
Swap your spreadsheet for Sharesight
Tracking your dividends used to be a hassle. Sharesight makes it easy.
Simplify your dividend tracking
See the impact of your dividends
Sharesight makes it easy to see the impact of dividends (included reinvested dividends) on your performance returns.
All your dividends, in one place
Use the Taxable Income Report to see a running total of all your dividends, over any time period, broken-up by local NZ and foreign income.
Simplify your dividend tracking
Built in NZ, for NZ investors
Investors just like you use Sharesight to get all the info they need to lodge their IRD tax returns.
✔️ Tax residency
Set your portfolio base currency to NZD, and automatically calculate currency fluctuations for any foreign shares.
✔️ IRD tax status
Set your portfolio tax satus to Investor or Trader, and indicate your NZ Resident Withholding Tax Rate.
✔️ Financial year
By default, the end of financial year for New Zealand portfolios is 31 March, but you may edit it as required.
Never miss a dividend
Plan your future income with a handy Future Income Report that lists upcoming dividends, with the actual amounts predicted based on your current portfolio positions.
🔎BONUS: Opt-in to email alerts, and get notified of corporate actions such as dividends and share splits as they’re announced.
3 reasons why dividend tracking is crucial
Don’t just take our word for it
Great service and platform
“The Sharesight system is a great platform for monitoring investment performance and dividend tracking.”
— Steve S
— Steve S
Very helpful tool
“It’s way better than trying to use a spreadsheet. It makes end of financial year reporting of dividends and other tax requirements very easy.”
— Bruce
— Bruce
Exceeded my expectations
“Amazing for keeping track of your portfolio and makes dividend tracking a breeze. Highly recommend and just can’t get enough of it.”
— Roy
— Roy