All your investments in one place, not all over the place.

Track shares and ETFs from over 40 exchanges worldwide, plus NZ and AU managed funds. You can also track cash and over 100 currencies, as well as unlisted investments such as fixed interest and investment properties.

Track investment performance over any period

Calculate the impact of capital gains, dividends and currency fluctuations on your portfolio with the Performance Report. Break down your performance along a range of preset and custom dimensions including country, market, industry and more. Compare how different investments perform within your portfolio and add custom labels to further filter the report.

Visualise your portfolio diversity

Track your asset allocation and calculate your portfolio diversity across FACTSET investment classifications or your own groupings with the Diversity Report. This makes it easy to rebalance your portfolio to your target asset allocation.

Track all your investment income

Report your investment income from dividends, distributions and interest payments with the Taxable Income Report. With historical dividend data going back over 20 years, the report makes it easy to calculate both local (New Zealand) and foreign income. The report can be run at any time, over any time period to help you complete your taxes.

Calculate your realized gains

Calculate your taxable capital gains if you’re classified as a “trader” by New Zealand’s Inland Revenue Department (IRD) with the Traders Tax Report. Carry forward losses from previous reporting periods, plus model different sale allocation methods to optimise your net gain.

Assess your Foreign Investment Fund income

Know if you need to pay tax on income Foreign Investment Fund (FIF) classified investments according to the rules of New Zealand’s IRD with the FIF Report. If you exceed the FIF threshold (generally $50,000 for individuals), Sharesight will automatically calculate your FIF income using both the Fair Dividend Rate and Comparative Value methods for tax purposes.