How can we help?

Getting started

Getting started

Individual Holding Page
Add your investments into Sharesight
Bulk import historical buy and sell trades
How to add a new holding
Add buy & sell trades or adjustments manually
Import trades via your broker’s trade confirmations
Bulk import opening balances
Viewing the Contract Notes Inbox
Portfolio Email address
Common errors when bulk importing trades
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
Why does my dividend look incorrect?
Tasks tab
Dividend reinvestments
Automatically generated dividends and adjustments
Manually set up a dividend to be reinvested
Editing or Deleting trades and adjustments
Confirming multiple and individual unconfirmed transactions
Reject or delete a dividend
Add a dividend
PIE distributions
Adjust a dividend
Benchmarking portfolios
Consolidated Views
View holdings within the Consolidated View
Move a custom investment to a listed or supported investment
Delete a holding
Labels
How to fix negative balance
Portfolio Investments Page
What can I track in Sharesight?
Glossary
Supported managed funds
What to do after importing your portfolio
Getting started with Sharesight
Foreign Withholding tax
Custom Groups
How I Use Sharesight by Andrew Bird, Sharesight Chairman & Shareholder