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Manage trades & investments
Alternative investments
Sharesight features
Account
Sharesight Business
Help & support
Go to Sharesight.com
Brokers & apps
Supported Brokers
Import your trading history directly from your broker or provider
Import trades via your broker’s trade confirmations
Sharesight API Partners
Connect your portfolio to Xero
Troubleshooting Xero
Add a Macquarie Cash Management Account (CMA)
Reporting & tax
Performance calculation methodology
Interpreting the return index graph
Reports
All Trades Report
CGT Report
Contribution Analysis Report
Diversity Report
Drawdown Risk Report
Exposure Report
FIF Report
Future Income Report
Historical Cost Report
Multi-Currency Valuation Report
Multi-Period Report
Performance Report
Sold Securities Report
Taxable Income Report
Traders Tax Report
Unrealised CGT Report
How Sharesight can help with completing your tax return
Tax Residency of a Portfolio
Changing the tax setting of your portfolio
Recreating a portfolio in a different tax residency
Consolidated Views
View holdings within the Consolidated View
Manage trades & investments
Add trades, dividends and adjustments
Editing or Deleting trades and adjustments
Track dividend reinvestments
Automated Corporate Actions
Consolidations
Initial Public Offering (IPO)
Mergers
Renounceable Rights
Share Splits
Automatically generated dividends and adjustments
Add a dividend
Adjust a dividend
Reject or delete a dividend
PIE distributions
Confirming multiple and individual unconfirmed transactions
Move a custom investment to a listed or supported investment
Delete a holding
Track fixed interest investments in your portfolio
Alternative investments
Add Cryptocurrencies
Add Bitcoin
Add a Custom Investment
Add Foreign Currency
Add property investments
Add mfunds
Supported Forex (FX) currencies
Manage Custom Investments
Bulk update prices for custom instruments
Sharesight features
Getting started with Sharesight
Add a portfolio
Portfolio Overview Page
Individual Holding Page
Benchmarking portfolios
Custom Groups
Share Checker
Delete a portfolio
Cash account
Create a Cash Account
Sync trades and payouts to Cash Account
Add a transaction to a Cash Account
Edit a Cash Account transaction
Search transaction in a Cash Account
Export a Cash Account
Rename a Cash Account
Delete a Cash Account
Delete a Cash Account transaction
Manage sharing for all portfolios
Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc.
Add your investments into Sharesight
Bulk import historical buy and sell trades
Common errors when bulk importing trades
Add buy & sell trades or adjustments manually
Bulk import opening balances
Viewing the Contract Notes Inbox
How Sharesight protects your data
How to add a new holding
Labels
Account
Upgrade to a Sharesight account from a guest account
How to change from Sharesight Retail to Sharesight Business Account
Sharing access of your portfolio
Change plan
Sharesight on a mobile device
Beta Features
Canceling your account
Update email address
Billing details
Update password
Manage devices logged in to your Sharesight account
View invoices
Two Factor Authentication
Sharesight Business
Getting Started with Sharesight Business account
Sharesight Business dashboard
Maintain a custom investments across multiple portfolios
Apply your logo to reports & flyers
Sharesight AdviserLogic Integration
Add & manage colleagues
Share a portfolio with a client
Referring clients
Help & support
Contact us
Sharesight Community
Help
Sharesight features
Cash account
Supported Brokers
Import your trading history directly from your broker or provider
Import trades via your broker’s trade confirmations
Sharesight API Partners
Connect your portfolio to Xero
Troubleshooting Xero
Add a Macquarie Cash Management Account (CMA)
All Trades Report
CGT Report
Contribution Analysis Report
Diversity Report
Drawdown Risk Report
Exposure Report
FIF Report
Future Income Report
Historical Cost Report
Multi-Currency Valuation Report
Multi-Period Report
Performance Report
Sold Securities Report
Taxable Income Report
Traders Tax Report
Unrealised CGT Report
Add a dividend
Adjust a dividend
Reject or delete a dividend
Interpreting the return index graph
Performance calculation methodology
Reports
How Sharesight can help with completing your tax return
Tax Residency of a Portfolio
Changing the tax setting of your portfolio
Recreating a portfolio in a different tax residency
Consolidated Views
Revoke CMC connection with Sharesight
View holdings within the Consolidated View
Add trades, dividends and adjustments
Track dividend reinvestments
Editing or Deleting trades and adjustments
Automated Corporate Actions
Automatically generated dividends and adjustments
Consolidations
Initial Public Offering (IPO)
Mergers
Renounceable Rights
Share Splits
Confirming multiple and individual unconfirmed transactions
Move a custom investment to a listed or supported investment
Delete a holding
How Sharesight helps you handle Australian AMIT tax components
Track fixed interest investments in your portfolio
How Sharesight helps you handle Australian LIC capital gain tax components
PIE distributions
Add Cryptocurrencies
Add Bitcoin
Add a Custom Investment
Add Foreign Currency
Add property investments
Add mfunds
Supported Forex (FX) currencies
Bulk update prices for custom instruments
Manage Custom Investments
Getting started with Sharesight
Cash account
Add a portfolio
Manage sharing for all portfolios
Portfolio Overview Page
Individual Holding Page
Create a Cash Account
Benchmarking portfolios
Sync trades and payouts to Cash Account
Custom Groups
Add a transaction to a Cash Account
Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc.
Add your investments into Sharesight
Edit a Cash Account transaction
Bulk import historical buy and sell trades
Common errors when bulk importing trades
Viewing the Contract Notes Inbox
Add buy & sell trades or adjustments manually
How Sharesight protects your data
Search transaction in a Cash Account
Export a Cash Account
Rename a Cash Account
Delete a Cash Account
Share Checker
Bulk import opening balances
Delete a Cash Account transaction
Delete a portfolio
How to add a new holding
Labels
Open Positions and Open & Closed Positions
Upgrade to a Sharesight account from a guest account
How to change from Sharesight Retail to Sharesight Business Account
FIF Fair Dividend Rate (FDR) Report
Sharing access of your portfolio
Change plan
Sharesight on a mobile device
Beta Features
Canceling your account
Update email address
Billing details
Update password
Manage devices logged in to your Sharesight account
View invoices
Two Factor Authentication
Sharesight Community
Getting Started with Sharesight Business account
Sharesight AdviserLogic Integration
Sharesight Business dashboard
Maintain a custom investments across multiple portfolios
Apply your logo to reports & flyers
Add & manage colleagues
Share a portfolio with a client
Referring clients
Contact us
Cash account
Here is how you can track cash on Sharesight
Last modified on March 14, 2025 UTC
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