,

How can we help?

Miscellaneous

Miscellaneous

FIF Report
FIF Income Summary Page
FIF Opening Balance Worksheet
FIF Comparative Value (CV) Report
FIF Fair Dividend Rate (FDR) Worksheet
FIF-Exempt Overseas Income & Overseas Tax Credits
Import Questrade trades
How to handle the Fairfax & Domain demerger
Import and sync CMC trades
Manually set up a dividend to be reinvested
Import a Yahoo Finance portfolio
Import BMO InvestorLine trades
How to handle Xero delisting from the NZX
How to handle the Tatts Group and Tabcorp merger
Import CIBC Investors Edge trades
Import National Bank Direct Brokerage trades
Import Desjardins trades
Import your Scotiabank trades
Import TD Direct Investing trades
Import RBC Direct trades
Import Qtrade Investor trades
Import HSBC Invest Direct trades
Portfolio details
Import ANZ Share Investing trades
How to handle Unibail-Rodamco Acquisition of Westfield Corporation
How to handle Wesfarmers & Coles demerger
How to handle Heartland Bank Limited restructure
How to handle Fairfax and Nine merger
Import Praemium trading history
Connect your Interactive Brokers account
How to handle Woolworths Share BuyBack
How to handle KLA-Tencor Acquisition of Orbotech
How to handle Suncorp distribution (2019)
How to handle DowDuPont Spinoff
Import Stake trades
Import & sync Saxo Markets trades
How to fix invalid holdings
Import & sync Bendigo Invest Direct trades
Import & sync e.broking account
Import CommSec trades
How to handle the Mengniu Dairy's acquisition on Bellamy
Import & sync BOQ Trading trades
How I Use Sharesight by Andrew Bird, Sharesight Chairman & Shareholder
Import your Nabtrade trades
Connect to Morningstar Investor
Import SelfWealth trades
Import ASB Securities trading account
Import Westpac trades
Sync Sharesight with Pearler
Import Charles Schwab trades
Import and sync Marketech trades
How to handle TPG Vodafone Merger & Tuas Spin-off
Sync your Sharesight portfolio value with PocketSmith
How to handle Woolworths & Endeavour demerger
Connect your Stropro account with Sharesight
Connect your Sharesight portfolio to ProductRex
How to handle the Afterpay and Block merger
How to handle the BHP and Woodside merger
How to handle Tabcorp (TAH) and The Lottery Corporation (TLC) demerger
Connect your Sharesight portfolio with Diversiview
Import & sync Sharesies trades
How to handle delisted stocks on Sharesight
How to handle Salesforce (CRM) acquisition of Slack (WORK)
Portfolio Email address
How to handle the TC Energy (TRP.TSE) spinoff of South Bow (SOBO.TSE)
How to handle the acquisition of PSC Insurance (PSI.ASX) by The Ardonagh Group
How to handle Webjet Travel Group & Webjet Group demerger
How to handle the acquisition of Altium (ALU.ASX) by Renesas Electronics
How to handle the acquisition of CSR Limited (CSR.ASX) by Saint-Gobain
How to record Booktopia (BKG.ASX) delisting
How to handle Suncorp return of capital and share consolidation (2025)
How to handle the acquisition of Eumundi Group (ASX: EBG) by SEQ Hospitality Group
How to connect your Sharesight portfolio to TaxTank
Capital call
How to handle the acquisition of Mawson Gold on Southern Cross Gold (ASX: SXG)
How to handle acquisition of Cirrus Networks (CNW.ASX) by Atturra (ATA.ASX)
How to handle the Sunrise Communications (NASDAQ: SNRE) spinoff from Liberty Global (NASDAQ: LBTYA)
Foreign Withholding tax
How to handle the acquisition of Auswide Bank Ltd (ASX: ABA) by MyState Limited (ASX: MYS)
How to handle merger between Poseidon Nickel (POS.ASX) and Horizon Minerals (HRZ.ASX)
How to handle the acquisition of Hotel Property Investments (ASX: HPI) by Charter Hall (ASX: CQR)
How to record share transfer between portfolios