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Help centre

Getting started

Getting started

Add your investments into Sharesight

Bulk import opening balances

Common errors when bulk importing trades

Add buy & sell trades or adjustments manually

Viewing the Contract Notes Inbox

Portfolio Email address

How to add a new holding

Bulk import historical buy and sell trades

Import trades via your broker’s trade confirmations

Sharesight API Partners

Import your trading history directly from your broker or provider

Supported Brokers

Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc.

Add trades, dividends and adjustments

Getting started with Sharesight

Benchmarking portfolios

View holdings within the Consolidated View

Automatically generated dividends and adjustments

Manually set up a dividend to be reinvested

Confirming multiple and individual unconfirmed transactions

Editing or Deleting trades and adjustments

Reject or delete a dividend

PIE distributions

Adjust a dividend

How to fix invalid holdings

Individual Holding Page

Foreign Withholding tax

Portfolio Overview Page

Delete a holding

Move a custom investment to a listed or supported investment

Track dividend reinvestments

Consolidated Views

How I Use Sharesight by Andrew Bird, Sharesight Chairman & Shareholder