How can we help?
Getting started
How to set up your portfolio and begin using Sharesight.
Contact us
Contact our support team via email or chat in the bottom right corner.
Tools
Guides on how to use Sharesight’s features and reports.
Asset support
How to add different asset types into Sharesight.
Account
Account preferences, portfolio settings and plans/billing.
Tax
Step-by-step guides on how to use tax features.
Corporate actions
Handling corporate actions in Sharesight.
Sharesight business
For accountants and financial advisors.
Our supported brokers
Sharesight integrates with hundreds of brokers and finance apps, including Robinhood, Charles Schwab and Interactive Brokers.
View our supported partners
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.
Visit our forum