Getting started with Sharesight Add your investments into Sharesight Add your investments manually Portfolio Overview Page Individual Holding Page Add a Custom Investment Add Bitcoin to your portfolio Track foreign currency on Sharesight Bulk import your historical trades via the file importer Bulk import historical buy and sell trades via CSV file Bulk import opening balances via CSV Trades to import into Portfolio: page overview Common errors when bulk importing trades Import your trading history directly from your broker or portfolio tracker provider Import and sync your CMC trade account Import your Google Finance portfolio Import your Questrade trades Import your Yahoo Finance portfolio Add trades, dividends and adjustments Sync trades from your broker Keep your portfolio up to date Sharesight Mobile App Help & support Supported Stock Exchanges, Mutual Funds, Managed Funds, ETFs, etc. Add Cryptocurrencies to your portfolio Bulk import your investments Connect your Interactive Brokers account Convert an XLS or XLSX file to CSV format Format downloaded trade history files Holding Tab Import & sync Hatch trade account Import & sync Saxo Markets trade account Import Praemium trading history Import your ANZ Share Investing trades Import your BMO InvestorLine trades Import your CIBC Investors Edge trades Import your Credential Direct trades Import your Desjardins trades Import your HSBC Invest Direct trades Import your National Bank Direct Brokerage trades Import your Qtrade Investor trades Import your RBC Direct trades Import your Scotiabank trades Import your Stake trades Import your TD Direct Investing trades Import your Virtual Brokers trades Move a custom investment to a listed or supported investment Revoke CMC connection with Sharesight Supported Brokers Supported Cryptocurrencies Supported files for bulk importing your investments Add a portfolio Creating a Cash Account Manage sharing for all portfolios Tax Residency of a Portfolio Adding a transaction to a Cash Account Delete a portfolio Sharing access with an additional person Editing a Cash Account transaction Download CSV from Commsec, NAB trade and Westpac Import trades via your broker’s trade confirmations Searching within a Cash Account Custom Groups Exporting a Cash Account Track cash investments using Xero Changing the name of a Cash Account Track cash investments in your portfolio Deleting a Cash Account Sharing access of your portfolio Sharesight Connect Add additional holdings to your portfolio Changing or Removing the Benchmark Changing the portfolio name Changing the tax setting of your portfolio Connect your portfolio to Xero Create additional Custom Groups Delete a Cash Account transaction Manually forwarding broker contract notes Missing Trades in your Sharesight portfolio? Portfolio Basic details Recreating a portfolio in a different tax residency Revoke Sharesight Connect connection Supported brokers' trade confirmations Track cash investments Troubleshooting Xero Maintaining your portfolio Open Positions and Open & Closed Positions Benchmarking portfolios Delete a holding Editing trades and adjustments Adjust a dividend Labels Add buy & sell trades or adjustments manually Adding a dividend Automatically generated dividends and adjustments Common Broker Email Import Errors Confirming individual unconfirmed transactions Confirming multiple unconfirmed transactions Deleting a trade or adjustment Grouping your investments How Sharesight helps you handle Australian AMIT tax components How Sharesight helps you handle Australian LIC capital gain tax components How to fix invalid holdings Interpreting the return index graph Manually set up a dividend to be reinvested PIE distributions Reject or delete a dividend Share Checker Sync recent Saxo Markets trades Track dividend reinvestments View transactions log from Sharesight connected brokers Viewing the Contract Notes Inbox FIF Income Summary Page Running reports Performance calculation methodology FIF Report All Trades Report Capital Gains Tax Report Change from a Consolidated view to a single portfolio Changing the Name and other setting of a Consolidated View Consolidated Views Contribution Analysis Report Delete a Consolidated View Diversity Report Exporting a report FIF Comparative Value (CV) Report FIF Fair Dividend Rate (FDR) Report FIF Fair Dividend Rate (FDR) Worksheet FIF Opening Balance Worksheet FIF-Exempt Overseas Income & Overseas Tax Credits Future Income Report Historical Cost Report How Sharesight can help with completing your tax return Performance Report Sold Securities Report Taxable Income Report Traders Tax Report Unrealised CGT Report View holdings within the Consolidated View Changing plans Updating your billing details $1 Credit Card Pre-Auth View your invoices Canceling your account Beta Features Recommending Sharesight to a friend How Sharesight protects your data Changing your email address Changing your Sharesight password Getting Started with Sharesight Pro Sharesight Pro dashboard Maintain a custom investments across multiple portfolios Add a Macquarie Cash Management Account (CMA) Add and manage staff members Share a portfolio with a client Apply your logo to reports and marketing flyers How to change from Sharesight Retail to Sharesight Pro Account Referring clients Mergers Consolidations Initial Public Offering (IPO) Renounceable Rights Share Splits Corporate Actions How to handle DowDuPont Spinoff How to handle Fairfax and Nine merger How to handle Heartland Bank Limited restructure How to handle KLA-Tencor Acquisition of Orbotech How to handle Suncorp distribution How to handle the Fairfax and Domain demerger How to handle the Mengniu Dairy's acquisition on Bellamy How to handle the Tatts Group and Tabcorp merger How to handle Unibail-Rodamco Acquisition of Westfield Corporation How to handle Wesfarmers and Coles demerger How to handle Woolworths Share BuyBack How to handle Xero delisting from the NZX Correction for Wesfarmers Coles demerger corporate actions Handling the correction needed to the Westfield corporate actions Track OTC, OTCBB & NYSE American holdings Track your cash accounts You can now track your Canadian Mutual Funds in Sharesight On 31 October 2017 we will be making some changes to the Free plan: Using Sharesight to complete your tax return webinar 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.
Last modified on February 19, 2020 UTC