How can we help?

Getting started

Getting started

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