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Getting started
Benchmarking portfolios
Getting started with Sharesight
Add your investments into Sharesight
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.
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
Bulk import opening balances
Add trades, dividends and adjustments
Automatically generated dividends and adjustments
Reject or delete a dividend
Editing or Deleting trades and adjustments
Confirming multiple and individual unconfirmed transactions
Manually set up a dividend to be reinvested
PIE distributions
Adjust a dividend
Add a dividend
View holdings within the Consolidated View
Custom Groups
How to fix invalid holdings
Foreign Withholding tax
How I Use Sharesight by Andrew Bird, Sharesight Chairman & Shareholder
Individual Holding Page
Portfolio Overview Page
Labels
Delete a holding
Move a custom investment to a listed or supported investment
Track dividend reinvestments
Consolidated Views