Get Started with Sharesight
Load your data
It takes less than a minute to record a share into your portfolio. All you need to know is the purchase date and the number of shares that you bought. If you have an extensive trading history you can easily import your trading history with a few clicks. Simply use your broker's export facility to create a spreadsheet with a separate row for each trade, save the file in CSV format and upload straight to Sharesight and you're done. Sharesight will calculate your performance, prepare your tax data and be ready to capture all future trades. Another option is to simply import your opening balances as at the end of the last financial year. You still get all of the Sharesight benefits except for the historic performance data.
Safe, instant access
Sharesight provides a central, online repository for all your portfolio data, keeping it backed up and secure. Access your portfolio data from anywhere and grant secure shared access to others.
International shares?
Record holdings from all listed companies on the ASX, NZX, NYSE, NASDAQ, and LSE, with the same automatic adjustments and dividend recording. Sharesight even accounts for currency movements in the value of your holdings.
Multiple Portfolios? No problem
If you have a Family Trust and a personal portfolio, no problem. Sharesight’s tools are available for both, with simple switching between the two. In fact, you can run up to four portfolios.
Automatic adjustments and dividends
No need to worry about share splits and dividends. Sharesight automatically accounts for them. There’s really nothing for you to do.
On-going use
Weekly reporting
Each week, Sharesight emails you a summary of the performance of each of your portfolios. You’ll be on top of things even if you forget to check in. We’ll even email you when a stock you own declares a dividend.
Dividend Reinvestment Plans
Sharesight makes dividend reinvestments a breeze. For most ASX or NZX listed shares Sharesight can automatically record the dividend reinvestment and related share acquisition into your portfolio for you.
Email your trade
Once you make a trade, simply email your contract note to Sharesight and it will automatically update your portfolio with the transaction. No data entry! Or instruct your broker to send a copy of the contract note directly to your portfolio’s email address so it’s updated each time you trade.
Need help? Our Online Help will answer all your basic questions. If you need more particular advice, use the Community Forum or email us directly.
Performance reporting
In-portfolio reporting
Want to see how the growth stocks in your portfolio have performed? Or income stocks? Simply label the relevant stocks and let Sharesight do the rest.
Portfolio structure
See at a glance a breakdown of your investments by industry, market, country and investment type (shares, options, funds etc). Make better decisions when you know how your portfolio is structured.
Historical performance reporting
Get accurate performance figures for your entire trading history by simply uploading a spreadsheet or manually adding individual trades from past years. Sharesight will calculate your returns and dividends for as far back as you’d like to go.
Everything on one screen
One-screen access showing portfolio performance from the date of your first recorded trade, capital gains, annual dividends, currency gains and total returns.
Easy ranking
Rank your shares by performance including capital gains, dividends and currency movements. Annualised figures allow you to make comparisons with other investment ptions.
Tax time help
Share your portfolio with your adviser
Make it even easier by sharing your portfolio with your adviser and give them year-round access. Let your adviser get the information they need for your tax return, leaving you free to manage your investments, not the paperwork.
A 5-minute investment
Sharesight provides a comprehensive set of reports for tax and accounting, including FIF reporting. No need to labour for hours pulling together information for your accountant to spend hours on, too. Save hours of work for you and your accountant.
Connectivity
Share clubs
Sharesight is perfect for Share clubs. Share portfolios between members. Give members read-only or read/write access and set up an administrator for group portfolios.
Xero integration
Connect your Sharesight portfolio to your Xero account. Send details of share purchases, sales, and dividends to Xero, so they can be reconciled against your bank statement and included in your financial accounts.