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Add your investments into Sharesight
Your first job in Sharesight is to add your investments into your portfolio.
Choose to record either all of your previous historical buy and sell trades, or simply set up some opening balances for each holding and then record the buy and sell trades from that point forward.
There are 3 ways to add your investments into your Sharesight portfolio:
(If Sharesight currently supports your broker).
Note: Regardless of how you import your trades, Sharesight only imports buy and sell trades. Cash balances and cash transactions are never imported automatically. To track your cash alongside your investments, set up a Cash Account.
Your first Sharesight portfolio has been automatically created for you, with the default settings of the country you selected as the tax residency when you signed up.
Sharesight portfolios are reflected as tax entities and as such the portfolio currency, tax setting, functionality and reporting are all related to the tax residency country.
Once you have added your investments, you'll see the magic of Sharesight. We’ll automatically calculate your performance, capital gains and losses, dividend income and so much more.
Tracking investments across multiple HINs
A HIN (Holder Identification Number) is assigned to each broker account that holds shares via CHESS sponsorship in Australia. If you invest with more than one broker, you will have multiple HINs.
Multiple HINs, different tax entities
If your HINs belong to different tax entities (e.g. one in your personal name and one in a company or trust), keep them in separate Sharesight portfolios. A single portfolio represents one tax entity, so mixing tax entities across portfolios will produce inaccurate tax reports.
Multiple HINs, same tax entity
If all your HINs are under the same tax entity, you have two options:
Option 1: All brokers in one portfolio
Add all holdings into a single portfolio and use custom groups to organise your holdings by broker. This keeps your tax reporting consolidated — one Taxable Income Report and one CGT Report covers everything at tax time.
Option 2: One portfolio per broker
Separate each broker into its own portfolio and use the Consolidated View to see your total portfolio value across all brokers. Note that at tax time you will need to generate reports for each portfolio separately and combine them manually.
When to separate brokers into different portfolios
Separate portfolios are strongly recommended if you hold the same stock across multiple brokers. Sharesight tracks holdings at the portfolio level and cannot separate cost base parcels by HIN. If you sell shares via one broker but still hold the same stock via another, Sharesight cannot distinguish between the two — this can lead to inaccurate cost base and capital gains calculations. Keeping each broker in its own portfolio ensures parcel history stays accurate for each HIN.
Last updated 14th May 2026