How can we help?

Getting started

Getting started

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