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 US investors
Investors just like you use Sharesight to get all the info they need to lodge their US tax returns.
✔️ Tax residency
Set your portfolio base currency to USD and automatically track currency impacts for any foreign stocks.
✔️ Tax year
The tax year for US portfolios is set to 31 December by default, but you may edit it as required.
3 ways Sharesight helps investors 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 US and foreign income. The report can be run 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.
Run reports for any tax year (or custom date range), and export them to a PDF or spreadsheet.
Keep track of everything you need in one place, and access it anywhere you have an internet connection.
Stop emailing sensitive files back and forth – share secure portfolio access with your accountant instead.