How can we help?

Getting started

Getting started

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