Maintaining your portfolio

Content also available for tax entities or on our global site.

Sharesight aims to automate the process of maintaining your portfolio as much as possible.

Sharesight updates share prices every day so that your portfolio returns are always up to date. Dividends and adjustments are automatically recorded in your portfolio from company corporate action data that we receive via the various Stock Exchanges that Sharesight supports.

Although dividends and adjustments are recorded in your portfolio automatically, everything in your portfolio is under your control.

You can click on any trade, dividend or adjustment to edit or delete it and of course, you can manually record new records in your portfolio as well.

All Trades n adjustments

Important: Please remember that it is up to you to ensure that the information recorded in your portfolio is accurate. We pre-populate data to the best of our ability to make your life easier, but we can’t guarantee 100% accuracy and every now and again you will need to make an adjustment. It’s important that you check any automatically generated data and adjust it if necessary, especially if you are using data from Sharesight in your tax return.

Last modified on May 5, 2021 UTC

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