Getting started with Sharesight

Content also available for tax entities or on our global site.

The getting started section provides a quick overview of the key things you need to know to get up and running with Sharesight. You can browse other sections of the help documentation using the menu to the left for more detailed documentation.

If you’ve just signed up, you’ll see that your first portfolio has been automatically created for you with some default settings. Your first job is to record some information about your shareholdings into the portfolio. You can choose to record all of your previous buy and sell trades, or simply set up some opening balances for each shareholding and then record the buy and sell trades from that point forward.

Once your historical share trades or opening balances have been imported, you can keep your trading data up to date automatically by getting your broker to email your contract notes to Sharesight or, if your broker supports Sharesight Connect you can link your trading account to your Sharesight portfolio online. Sharesight automatically calculates and records dividend payments, reconstruction adjustments (share splits, consolidations etc) and name changes by applying company event data against the buy and sell transactions in your portfolio.

NOTE: We recommend that a portfolio relates to a tax entity. If you own shares under more than one tax entity you can create an additional portfolios for each tax entity – See adding portfolios).

Basic portfolio settings

Embedded content: Basic Portfolio Settings - Sharesight Portfolio Management

Last modified on March 31, 2017 UTC