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 historical trades via the File Importer Bulk import your investments Add your investments manually Add additional holdings to your portfolio Track dividend reinvestments Adding a transaction to a Cash Account Automatically generated dividends and adjustments Sharing access with an additional person 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 Track cash investments Changing the tax setting of your portfolio Recreating a portfolio in a different tax residency Consolidated Views Confirming individual unconfirmed transactions Create additional Custom Groups Multi-Period Report Revoke CMC connection with Sharesight Maintaining your portfolio Keep your portfolio up to date 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 Sync trades from your broker 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 trade or adjustment Delete a Cash Account transaction Manage Custom Investment Add Cryptocurrencies Add Bitcoin Add a Custom Investment Add Foreign Currency Add property investments Add mfunds Supported Forex (FX) currencies Supported Cryptocurrencies Using Sharesight to complete your tax return webinar You can now track your Canadian Mutual Funds in Sharesight Trades to import into Portfolio: page overview Supported files for bulk importing your investments Track your cash accounts 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 Track cash investments using Xero 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 How to handle Fairfax and Nine merger How to handle Woolworths & Endeavour demerger How to handle Xero delisting from the NZX All Trades Report Contribution Analysis Report Upgrade to a Sharesight account from a guest account FIF Report How to change from Sharesight Retail to Sharesight Pro Account $1 Credit Card Pre-Auth FIF Comparative Value (CV) Report FIF Income Summary Page How to handle DowDuPont Spinoff Manage sharing for all portfolios FIF Fair Dividend Rate (FDR) Worksheet FIF Opening Balance Worksheet FIF-Exempt Overseas Income & Overseas Tax Credits Future Income Report Historical Cost Report Performance Report Sold Securities Report Traders Tax Report How to handle the Fairfax & Domain demerger Unrealised CGT Report Interpreting the return index graph Import ANZ Share Investing trades Import ASB Securities trading account Viewing the Contract Notes Inbox Import & sync Bendigo Invest Direct trades Manually forwarding broker trade confirmations Import BMO InvestorLine trades Import & sync BOQ Trading trades Import CIBC Investors Edge trades Import and sync CMC trades Import CommSec trades Import Credential Direct trades How to handle Heartland Bank Limited restructure Import Desjardins trades Import Direct Broking trades Import & sync e.broking account Import & sync Hatch trades Import HSBC Invest Direct trades Connect your Interactive Brokers account Import National Bank Direct Brokerage trades Import Praemium trading history Import Qtrade Investor trades How to handle KLA-Tencor Acquisition of Orbotech Import Questrade trades Import RBC Direct trades Import Stake trades Import TD Direct Investing trades Import Virtual Brokers trades Import Westpac trades Import a Yahoo Finance portfolio How to handle the Mengniu Dairy's acquisition on Bellamy Changing the portfolio name How to handle Suncorp distribution How to handle the Tatts Group and Tabcorp merger Missing Trades in your Sharesight portfolio? How to fix invalid holdings Bulk import opening balances Format downloaded trade history files How to handle Unibail-Rodamco Acquisition of Westfield Corporation Portfolio details Change from a Consolidated view to a single portfolio Changing or Removing the Benchmark Changing the Name and other setting of a Consolidated View Connect to Morningstar Premium Convert an XLS or XLSX file to CSV format Delete a Consolidated View Delete a portfolio Grouping your investments Holding Tab How I Use Sharesight by Andrew Bird, Sharesight Chairman & Shareholder How Sharesight helps you handle Australian LIC capital gain tax components How to handle TPG Vodafone Merger & Tuas Spin-off How to handle Wesfarmers & Coles demerger Import & sync Saxo Markets trades Import and sync Marketech trades Import Charles Schwab trades Import SelfWealth trades Import your nabtrade trades Import your Scotiabank trades Labels Manually set up a dividend to be reinvested Multi-Currency Valuation Report Revoke Sharesight Connect connection Sync recent Saxo Markets trades Sync Sharesight with Pearler View holdings within the Consolidated View View transactions log from Sharesight connected brokers Beta Features How to handle Woolworths Share BuyBack PIE distributions Open Positions and Open & Closed Positions 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 Track cash investments Content also available for tax entities or on our global site.
There are five ways to track cash investments such as bank accounts, term deposits, fixed interest securities, foreign exchange and broker-linked cash accounts in
Sharesight: Note: This feature is available to the Investor and Expert plans. Integrate a Xero Cash Account with Sharesight - track cash investments for any account that is supported by Xero bank feeds. This automatically displays an up to date and ongoing cash balance within your Sharesight portfolio and is incorporated into the portfolio value. Note: This feature is currently only available on Investor and Expert plans. Note: This feature is currently only available on Sharesight Pro clients only and is not available on the Investor or Expert plan. Tracking Cash in Sharesight webinar recording
Last modified on May 15, 2020 UTC