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The Tasks tab is a centralised hub designed to simplify how you manage and confirm corporate actions and income. Instead of manually checking every individual holding, the Tasks tab brings everything including dividends, reinvestments, stock splits, and capital returns—into a single, organised view.

Locating the Tasks Tab

You can find the Tasks tab inside any individual portfolio, situated directly to the right of the Overview tab.

Key Features and Navigation

Organised by Holding: Transactions are grouped by the specific investment they belong to.

Sorted by Date: By default, transactions are displayed from the most recent to the oldest to help you stay current.

Search and Filter:

Search: Use the search bar to find transactions by ticker symbol or holding name.

Broker Filter: Filter tasks by specific brokers. This is particularly useful when reconciling dividends against your official broker statements.

Note: For a broker to appear in the filter, you must first assign that broker to the holding. Go to the Individual Holding Page > Edit Holding to select your broker.

Managing Transactions

The Tasks tab gives you full control over how you record data:

Review and Edit: You can click on any transaction to edit the details (such as the amount or date) to ensure they match your records exactly.

Flexible Confirmation: You can choose to confirm:

• A single transaction.

• All transactions for a specific holding.

• All transactions across the entire portfolio at once.

Xero Integration: If your Sharesight account is linked to Xero, you can send confirmed transactions directly from this view.