Browse Sharesight Help Topics
Getting started
Get your portfolio up and running and learn how to navigate around Sharesight.
Setting up your portfolio
Manage portfolios, import contract notes, apply custom groups, and share portfolio access with others.
Maintaining your portfolio
Add/edit trades and dividends, set advanced options, and handle tricky corporate actions.
Running reports
Run powerfull compliance/tax and performance reports within your Sharesight account.
Account and Billing
Change your account or billing details, update your Sharesight plan, and view your invoices.
Sharesight Pro
Share access with staff & clients, apply your branding to reports & flyers, and more.
Sharesight Community
Ask questions, request features and report bugs on our community forum. We are always working on Sharesight and your suggestions help us decide what to work on next.
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