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.

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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.

Taxable Income Report - Global : Sharesight

Make tax time a breeze

Features to save you time and money at tax time, and provide peace of mind throughout the year.
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Flexible reporting

Run reports for any tax year (or custom date range), and export them to a PDF or spreadsheet.
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24x7 access

Keep track of everything you need in one place, and access it anywhere you have an internet connection.
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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