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Sharesight makes it easy for investors to handle corporate actions (even complicated delistings and transitions to other Stock Exchanges) and track the capital gains tax implications. The benefit of using Sharesight to track Xero delisting from the NZX and transitioning to a sole listing on the ASX also ensures that you maintain an accurate record of your portfolio to track your true performance.

1 — From the Portfolio Investments Page, click on NZX Xero, Xero.NZ to go to the individual holding page.

2 — Click on Holding Settings.

3 — Click on Merge this holding.

4 — On the Merge Holding pop-up window, set the Date of Merger to either 01/02/2018 or 02/02/2018.

5 — Type Xero or XRO in the search field and select ASX:XRO Xero LTd from the dropdown list.

6 — Type in the number of shares held in NZX:XRO on the date of the merger in the Quantity field.

7 — In the Comments field, type a note for your reference of why this merger happened.

8 — Click Save changes.

The Xero ASX Individual Holding page will load with the merged shares added.

The NZX:XRO holding will still appear on your Portfolio Investments page when you have enabled the Open & Closed Positions setting.

The guide above is a suggestion on how to handle the corporate action in Sharesight and is not financial or tax advice. We advise you to consult your financial advisor or accountant. We also encourage you to review the official documents for full details.