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You can attach files and documents directly to trades, dividends, and holdings in Sharesight. This keeps your records in one place — useful for audit trails, tax reconciliation, and compliance.

Attach a file to a trade (buy or sell)

Each buy or sell trade has a paperclip icon where you can attach a file. This is the right place for:

• Broker contract notes — the PDF confirmation from your broker for each trade
• Trade confirmations — any other transaction record from your broker

To attach a file to a trade:

1. Open the portfolio and navigate to the holding.
2. Find the trade in the trade history.
3. Click the paperclip icon (📎) on the trade row.
4. Upload the file from your device.

The file is stored against that specific trade and visible when you view the trade details.

Attach a file to a dividend

Each dividend entry also supports file attachments. This is the right place for:

• Dividend statements — the distribution advice from the company or registry
• DRP confirmation notices — if the dividend was reinvested

To attach a file to a dividend:

1. Open the portfolio and navigate to the holding.
2. Find the dividend in the dividend history.
3. Click the paperclip icon (📎) on the dividend row.
4. Upload the file from your device.

Attach files to a holding (Notes & Files tab)

The Notes & Files tab on any holding page lets you store up to 5 documents against the holding itself — not tied to a specific trade or dividend. This is the right place for:

• Annual Tax Statements (AMMA / SDS) — the end-of-year tax report from an ETF or managed fund
• PDS / product disclosure statements
• Holding agreements or account documents
• Any document relevant to the holding but not tied to a single transaction

To attach a file to a holding:

1. Open the portfolio and navigate to the holding.
2. Click the Notes & Files tab on the holding page.
3. Click Add file and upload from your device.
4. Optionally add a note to describe the document.

Summary

Further reading

• Add buy & sell trades
• Import trades via broker contract notes
• SMSF annual audit checklist