Browse Sharesight Help Topics
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.
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.
Share access with staff & clients, apply your branding to reports & flyers, and more.