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Managing trading & investments
Alternative investments
Sharesight features
Account
Sharesight Pro
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
Common Trade Confirmation Emails Errors
Sharesight API Partners
Download spreadsheet from Commsec, NAB trade and Westpac
Connect your portfolio to Xero
Troubleshooting Xero
Add a Macquarie Cash Management Account (CMA)
Reporting & tax
All Trades Report
Contribution Analysis Report
FIF Report
FIF Fair Dividend Rate (FDR) Report
FIF Comparative Value (CV) Report
FIF Income Summary Page
FIF Fair Dividend Rate (FDR) Worksheet
FIF Opening Balance Worksheet
FIF-Exempt Overseas Income & Overseas Tax Credits
Track dividend reinvestments
Future Income Report
Historical Cost Report
Performance Report
Automatically generated dividends and adjustments
Add a dividend
Adjust a dividend
Reject or delete a dividend
Performance calculation methodology
Running reports
Taxable Income Report
CGT Report
Diversity Report
Exporting a report
How Sharesight can help with completing your tax return
How Sharesight helps you handle Australian AMIT tax components
Drawdown Risk Report
Exposure Report
Multi-Period Report
Tax Residency of a Portfolio
Changing the tax setting of your portfolio
Recreating a portfolio in a different tax residency
Consolidated Views
Multi-Currency Valuation Report
Managing trading & investments
Add trades, dividends and adjustments
Editing or Deleting trades and adjustments
Automated Corporate Actions
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
Track cash 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
Bulk Update prices for Custom Investments
Manage Custom Investment
Sharesight features
Cash account
Creating a Cash Account
Getting started with Sharesight
Add a portfolio
Portfolio Overview Page
Individual Holding Page
Benchmarking portfolios
Custom Groups
Share Checker
Sync historical transactions to your Cash Account.
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
Viewing the Contract Notes Inbox
How Sharesight protects your data
Sharing access of your portfolio
How to add a new holding
Labels
Account
Upgrade to a Sharesight account from a guest account
Changing plans
Canceling your account
Changing your email address
Updating your billing details
Changing your Sharesight password
Manage devices logged in to your Sharesight account
View your invoices
Two Factor Authentication
Help & support
Sharesight Community
Sharesight Pro
Getting Started with Sharesight Pro
Sharesight Pro 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
Sharesight features
Cash account
Supported Brokers
Import your trading history directly from your broker or provider
Import trades via your broker’s trade confirmations
Common Trade Confirmation Emails Errors
Sharesight API Partners
Download spreadsheet from Commsec, NAB trade and Westpac
Connect your portfolio to Xero
Troubleshooting Xero
Add a Macquarie Cash Management Account (CMA)
All Trades Report
Contribution Analysis Report
FIF Report
Track dividend reinvestments
Future Income Report
Historical Cost Report
Performance Report
Adding a transaction to a Cash Account
Automatically generated dividends and adjustments
Add a dividend
Adjust a dividend
Reject or delete a dividend
Performance calculation methodology
Running reports
Taxable Income Report
CGT Report
Diversity Report
Exporting a report
How Sharesight can help with completing your tax return
How Sharesight helps you handle Australian AMIT tax components
Tax Residency of a Portfolio
Changing the tax setting of your portfolio
Recreating a portfolio in a different tax residency
Consolidated Views
Drawdown Risk Report
Exposure Report
Multi-Currency Valuation Report
Multi-Period Report
Revoke CMC connection with Sharesight
Add trades, dividends and adjustments
Editing or Deleting trades and adjustments
Automated Corporate Actions
Consolidations
Initial Public Offering (IPO)
Mergers
Renounceable Rights
Share Splits
Confirming multiple and individual unconfirmed transactions
Editing a Cash Account transaction
Move a custom investment to a listed or supported investment
Delete a holding
Searching within a Cash Account
Exporting a Cash Account
Track cash investments in your portfolio
Changing the name of a Cash Account
Deleting a Cash Account
Delete a Cash Account transaction
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 Investments
Manage Custom Investment
Cash account
Getting started with Sharesight
Manage sharing for all portfolios
Add a portfolio
Portfolio Overview Page
Individual Holding Page
Creating a Cash Account
Benchmarking portfolios
Custom Groups
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
Viewing the Contract Notes Inbox
Add buy & sell trades or adjustments manually
How Sharesight protects your data
Sharing access of your portfolio
Share Checker
How to add a new holding
Labels
Sync historical transactions to your Cash Account.
Upgrade to a Sharesight account from a guest account
FIF Fair Dividend Rate (FDR) Report
Changing plans
Canceling your account
Changing your email address
Updating your billing details
Changing your Sharesight password
Manage devices logged in to your Sharesight account
View your invoices
Two Factor Authentication
Help & support
Sharesight Community
Getting Started with Sharesight Pro
Sharesight AdviserLogic Integration
Sharesight Pro 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
Cash account
Here is how you can track cash on Sharesight
Last modified on March 13, 2025 UTC
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