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Getting started

Getting started

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