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) Bulk import your investments Track dividend reinvestments 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 Supported brokers' trade confirmations 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 Create additional Custom Groups Multi-Period Report Revoke CMC connection with Sharesight Add trades, dividends and adjustments Editing or Deleting trades and adjustments 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 Getting started with Sharesight 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 Add buy & sell trades or adjustments manually How Sharesight protects your data Sharing access of your portfolio Sharesight Mobile App Share Checker 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 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 Corporate Actions Corporate actions are typically automated in your portfolio by Sharesight . This includes dividend payments, name changes, listings, code changes, splits, consolidations and more.
Important note! Every so often highly complicated corporate actions do not get automated. The reason for this is that there is the need for you to make an important and personal financial decision. An example of such a corporate action is the issue of renounceable rights . Sharesight cannot know whether you wish to take up your rights or if you would like to sell them.Sharesight is a software service and we do not human verify our data to keep the pricing of our plans affordable. It is important to check your portfolio for new corporate actions on a regular basis. We help speed up the process by notifying you via a Sharesight portfolio email and showing you a notification in the corporate event section once you’ve logged into your account.
Types of corporate actions Instructions for popular corporate actions Last modified on August 19, 2021 UTC
