# Managing trading & investments **URL:** https://community.sharesight.com/c/managing-trading-investments/8.md [Latest](https://community.sharesight.com/latest.md) · [Categories](https://community.sharesight.com/categories.md) · [Tags](https://community.sharesight.com/tags.md) --- ## [Recording stamp duty on transactions](https://community.sharesight.com/t/recording-stamp-duty-on-transactions/1059)
**Author:** [@Shelving7129](https://community.sharesight.com/u/Shelving7129)\ **Replies:** 2\ **Last updated:** [9 September 2026 02:39 UTC](https://community.sharesight.com/t/recording-stamp-duty-on-transactions/1059 "2026-09-09T02:39:23Z")
How should we record stamp duty on a transaction? The only option seems to be to add it to the brokers fee, which doesn’t really make sense? Thanks. --- ## [Handling equalisation and accumulation units from UK/IE funds](https://community.sharesight.com/t/handling-equalisation-and-accumulation-units-from-uk-ie-funds/1057)
**Author:** [@Shelving7129](https://community.sharesight.com/u/Shelving7129)\ **Replies:** 7\ **Last updated:** [23 July 2026 13:35 UTC](https://community.sharesight.com/t/handling-equalisation-and-accumulation-units-from-uk-ie-funds/1057 "2026-07-23T13:35:49Z")
Most of my fund holdings are accumulation units, which have notional distributions (taxed as dividends) which is typically recorded as increasing the cost base (so that you’re not taxed a second time as capital gains). T… --- ## [What happens if original holding is removed after merger?](https://community.sharesight.com/t/what-happens-if-original-holding-is-removed-after-merger/2198)
**Author:** [@IGW](https://community.sharesight.com/u/IGW)\ **Replies:** 0\ **Last updated:** [17 June 2026 08:34 UTC](https://community.sharesight.com/t/what-happens-if-original-holding-is-removed-after-merger/2198 "2026-06-17T08:34:22Z")
An example, I owned BKW but no SOL. The BKW/SOL merger occurred. Sharesight now, correctly, shows I have a closed BKW holding and a new SOL holding. What happens if I delete/remove the original (now closed) BKW holdin… --- ## [My WISE | LSE position is marked 'Delisted' since it moved to Nasdaq](https://community.sharesight.com/t/my-wise-lse-position-is-marked-delisted-since-it-moved-to-nasdaq/2193)
**Author:** [@Eurotimmy](https://community.sharesight.com/u/Eurotimmy)\ **Replies:** 1\ **Last updated:** [4 June 2026 01:04 UTC](https://community.sharesight.com/t/my-wise-lse-position-is-marked-delisted-since-it-moved-to-nasdaq/2193 "2026-06-04T01:04:11Z")
Hey all, I have a position in ‘Wise Plc’ (WISE:LSE) which was, until recently, listed in the London Stock Exchange but they have moved their primary listing from LSE to the Nasdaq. My position in Sharesight is now ‘Del… --- ## [ETF Distribution Reinvestment Question](https://community.sharesight.com/t/etf-distribution-reinvestment-question/2176)
**Author:** [@Bosco](https://community.sharesight.com/u/Bosco)\ **Replies:** 1\ **Last updated:** [21 May 2026 04:51 UTC](https://community.sharesight.com/t/etf-distribution-reinvestment-question/2176 "2026-05-21T04:51:12Z")
Hi There, I’m just learning about managing my ETF portfolio and had a question about DRP. I have not enabled automatic DRP so I am managing this manually (I get the cash back, and then reinvest it in my next purchase of… --- ## [Tips to avoid duplicate trades](https://community.sharesight.com/t/tips-to-avoid-duplicate-trades/2173)
**Author:** [@RickyYeo](https://community.sharesight.com/u/RickyYeo)\ **Replies:** 0\ **Last updated:** [15 May 2026 03:57 UTC](https://community.sharesight.com/t/tips-to-avoid-duplicate-trades/2173 "2026-05-15T03:57:55Z")
Just to share a few tips on how to keep your portfolio updated without trade duplication. Trade confirmation (or contract note) Always check if Sharesight support your broker’s trade confirmation. If we do, check if yo… --- ## [Sharesight calculating returns and capital gains incorrectly?](https://community.sharesight.com/t/sharesight-calculating-returns-and-capital-gains-incorrectly/2156)
**Author:** [@RobotCo](https://community.sharesight.com/u/RobotCo)\ **Replies:** 1\ **Last updated:** [28 April 2026 06:20 UTC](https://community.sharesight.com/t/sharesight-calculating-returns-and-capital-gains-incorrectly/2156 "2026-04-28T06:20:16Z")
I created a sample trade where I purchase $1000 worth of DHHF on 16 Dec 2020. The capital gains in the “Your investment” table doesnt seem to be correct. It says that the current ‘value’ of my DHHF units are worth $1,53… --- ## [A2 Milk Dividend](https://community.sharesight.com/t/a2-milk-dividend/2135)
**Author:** [@nearhos](https://community.sharesight.com/u/nearhos)\ **Replies:** 0\ **Last updated:** [2 April 2026 10:12 UTC](https://community.sharesight.com/t/a2-milk-dividend/2135 "2026-04-02T10:12:38Z")
Trying to work out best way to record the dividends for A2 Milk that include Withholding Tax and Aust Franking Credits. --- ## [AMC Reverse Stock Split](https://community.sharesight.com/t/amc-reverse-stock-split/2082)
**Author:** [@kenm46](https://community.sharesight.com/u/kenm46)\ **Replies:** 2\ **Last updated:** [26 January 2026 23:48 UTC](https://community.sharesight.com/t/amc-reverse-stock-split/2082 "2026-01-26T23:48:13Z")
AMC has recently executed a Reverse Stock Split. I cannot find any way of recording this in Sharesight portfolio. Any ideas? --- ## [Multiple Accounts](https://community.sharesight.com/t/multiple-accounts/1805)
**Author:** [@britishnick](https://community.sharesight.com/u/britishnick)\ **Replies:** 2\ **Last updated:** [11 January 2026 18:24 UTC](https://community.sharesight.com/t/multiple-accounts/1805 "2026-01-11T18:24:12Z")
I have an Interactive Investor portfolio, that is made up of multiple accounts - GIA, ISA and SIPP. I can’t find a way to set this up in Sharesight that doesn’t require each one being a separate portfolio. Am I missing… --- ## [Missing Bulk Import Historical Trades Template Spreadsheet](https://community.sharesight.com/t/missing-bulk-import-historical-trades-template-spreadsheet/2067)
**Author:** [@icaptnbob](https://community.sharesight.com/u/icaptnbob)\ **Replies:** 1\ **Last updated:** [23 December 2025 06:14 UTC](https://community.sharesight.com/t/missing-bulk-import-historical-trades-template-spreadsheet/2067 "2025-12-23T06:14:21Z")
Hi folks. The link to the “Bulk Import Historical Trades Template Spreadsheet“ is broken and not pointing to the spreadsheet. The broken link is on this page: Bulk import historical buy and sell trades - Sharesight Help … --- ## [Redownloading a holding into Sharesight from Commsec](https://community.sharesight.com/t/redownloading-a-holding-into-sharesight-from-commsec/2034)
**Author:** [@patwales](https://community.sharesight.com/u/patwales)\ **Replies:** 1\ **Last updated:** [13 November 2025 03:20 UTC](https://community.sharesight.com/t/redownloading-a-holding-into-sharesight-from-commsec/2034 "2025-11-13T03:20:16Z")
I inadvertently deleted a holding from my share portfolio. I don’t seem to be able to get my holding back in Sharesight. I followed the instructions for Commsec and went to the Trade Confirmation page in Commsec and put… --- ## [Mergers and Acquisitions](https://community.sharesight.com/t/mergers-and-acquisitions/1036)
**Author:** [@Jack\_Sharesight](https://community.sharesight.com/u/Jack_Sharesight)\ **Replies:** 53\ **Last updated:** [9 October 2025 07:46 UTC](https://community.sharesight.com/t/mergers-and-acquisitions/1036 "2025-10-09T07:46:15Z")
In what will be a fortnightly recurring new thread, I’ll be updating any mergers/corporate actions that the Sharesight team has received queries about in the past two weeks. If you have a merger or corporate action that … --- ## [How to handle SOL & BWK merger to create TopCo](https://community.sharesight.com/t/how-to-handle-sol-bwk-merger-to-create-topco/1986)
**Author:** [@Troy](https://community.sharesight.com/u/Troy)\ **Replies:** 1\ **Last updated:** [3 October 2025 05:51 UTC](https://community.sharesight.com/t/how-to-handle-sol-bwk-merger-to-create-topco/1986 "2025-10-03T05:51:28Z")
How do I manage the ASX: SOL & BWK merger in my Sharesight portfolio now it was completed today? I hold both companies, and held 100 SOL shares before the merger which remain the same, and had 300 BWK shares which were c… --- ## [Advise on starting again.](https://community.sharesight.com/t/advise-on-starting-again/1996)
**Author:** [@TonyG](https://community.sharesight.com/u/TonyG)\ **Replies:** 1\ **Last updated:** [8 October 2025 00:32 UTC](https://community.sharesight.com/t/advise-on-starting-again/1996 "2025-10-08T00:32:10Z")
I have been using Sharesight for over a year now but I have not been using it anywhere near to its full potential. (I have always manually entered all transactions.) So far, I have set up one portfolio both both ISA acc… --- ## [How to handle Domain acquisition by CoStar](https://community.sharesight.com/t/how-to-handle-domain-acquisition-by-costar/1974)
**Author:** [@RickyYeo](https://community.sharesight.com/u/RickyYeo)\ **Replies:** 2\ **Last updated:** [8 September 2025 06:25 UTC](https://community.sharesight.com/t/how-to-handle-domain-acquisition-by-costar/1974 "2025-09-08T06:25:34Z")
Summary CoStar Group, Inc. (NASDAQ:CSGP) has acquired Domain Holdings Australia Limited (ASX:DHG) for $4.342 per share held on the Scheme Record Date of 7:00pm (AEST) on Wednesday, 20 August 2025. How to handle this in … --- ## [How to add a UK Gilt](https://community.sharesight.com/t/how-to-add-a-uk-gilt/1960)
**Author:** [@Ben456](https://community.sharesight.com/u/Ben456)\ **Replies:** 1\ **Last updated:** [8 September 2025 06:23 UTC](https://community.sharesight.com/t/how-to-add-a-uk-gilt/1960 "2025-09-08T06:23:17Z")
Hi, I am trying to add T26 0.125% 30/01/2026 Gilt, but when I try and add this manually it does not recognise T26 nor the ISIN. Can someone explain why this is so, and if Gilts are supported? Thanks --- ## [Venture capital fund tracking](https://community.sharesight.com/t/venture-capital-fund-tracking/1239)
**Author:** [@magadanmauler](https://community.sharesight.com/u/magadanmauler)\ **Replies:** 1\ **Last updated:** [2 August 2025 18:32 UTC](https://community.sharesight.com/t/venture-capital-fund-tracking/1239 "2025-08-02T18:32:22Z")
Interested in how to best account for “traditional” VC funds where you typically use TVPI, DVPI, RVPI, MOIC etc over fund lifetime. I.e. expressing everything in terms of multiples on original capital (your cost base). O… --- ## [AI aided Portfolio management](https://community.sharesight.com/t/ai-aided-portfolio-management/1900)
**Author:** [@bernardcarmody](https://community.sharesight.com/u/bernardcarmody)\ **Replies:** 2\ **Last updated:** [25 July 2025 03:04 UTC](https://community.sharesight.com/t/ai-aided-portfolio-management/1900 "2025-07-25T03:04:44Z")
Combining Sharesight data with AI to assess and manage a portfolio. I tried to do this with using a general AI platform, ChatGPT. It was not of value as the data generated through AI was not current, so the end product e… --- ## [How to track Superannuation](https://community.sharesight.com/t/how-to-track-superannuation/1817)
**Author:** [@RickyYeo](https://community.sharesight.com/u/RickyYeo)\ **Replies:** 3\ **Last updated:** [22 July 2025 13:03 UTC](https://community.sharesight.com/t/how-to-track-superannuation/1817 "2025-07-22T13:03:37Z")
I’ll talk about how to track your super on Sharesight and the current limitation. I think most Super Funds’ generally offer two types of investment options: pre-mixed option, create your own mix and direct share option. … --- ## [Manawa - Contact Merger](https://community.sharesight.com/t/manawa-contact-merger/1915)
**Author:** [@gilldaviesnz](https://community.sharesight.com/u/gilldaviesnz)\ **Replies:** 1\ **Last updated:** [21 July 2025 02:29 UTC](https://community.sharesight.com/t/manawa-contact-merger/1915 "2025-07-21T02:29:07Z")
How to record the ‘cash consideration’ part of this merger. I understand how to do the merger acquiring x number of Contact shares for Manawa shares held. However, there was also a cash payout at $1.12 per Manawa share h… --- ## [Accumulation funds - dividends](https://community.sharesight.com/t/accumulation-funds-dividends/1458)
**Author:** [@db8000](https://community.sharesight.com/u/db8000)\ **Replies:** 6\ **Last updated:** [16 July 2025 13:13 UTC](https://community.sharesight.com/t/accumulation-funds-dividends/1458 "2025-07-16T13:13:34Z")
Hi, I’m assessing Sharesight for tracking a few portfolios within the family. We have quite a few accumulation funds. These generate dividends that are not distributed (obvs) but sharesight shows them as income. I fear… --- ## [uSING MULTIPLE BROKERS WITHIN THE SAME PORTFOLIO](https://community.sharesight.com/t/using-multiple-brokers-within-the-same-portfolio/1880)
**Author:** [@Oze](https://community.sharesight.com/u/Oze)\ **Replies:** 1\ **Last updated:** [6 June 2025 05:12 UTC](https://community.sharesight.com/t/using-multiple-brokers-within-the-same-portfolio/1880 "2025-06-06T05:12:33Z")
I want to use more than 1 broker within my portfolio and sync the trades because these brokers are supported by Sharesight. How do I measure the performance of my of these 2 share brokers within the same portfolio --- ## [Link to a Help and Learning topic needs to be fixed](https://community.sharesight.com/t/link-to-a-help-and-learning-topic-needs-to-be-fixed/1879)
**Author:** [@Oze](https://community.sharesight.com/u/Oze)\ **Replies:** 2\ **Last updated:** [5 June 2025 04:35 UTC](https://community.sharesight.com/t/link-to-a-help-and-learning-topic-needs-to-be-fixed/1879 "2025-06-05T04:35:41Z")
The link to the topic “How to handle Tabcorp (TAH) and The Lottery Corporation (TLC) demerger” is broken. Please investigate and remediate this issue. Thanks --- ## [How to record stock in administration](https://community.sharesight.com/t/how-to-record-stock-in-administration/1877)
**Author:** [@Followyou](https://community.sharesight.com/u/Followyou)\ **Replies:** 2\ **Last updated:** [3 June 2025 00:12 UTC](https://community.sharesight.com/t/how-to-record-stock-in-administration/1877 "2025-06-03T00:12:23Z")
How is stock in administration recorded --- ## [Blossom App](https://community.sharesight.com/t/blossom-app/1864)
**Author:** [@tonylp](https://community.sharesight.com/u/tonylp)\ **Replies:** 0\ **Last updated:** [17 May 2025 01:00 UTC](https://community.sharesight.com/t/blossom-app/1864 "2025-05-17T01:00:16Z")
I have funds invested in the Blossom fix interest/Bonds app and want to add them to Share sight. Has anyone done this? if so how has it been set up for both the Save & Plus Accounts. Tks TP --- ## [Block (SQ:NYSE/SQ2:ASX) acquisition of Afterpay (APT:ASX)](https://community.sharesight.com/t/block-sq-nyse-sq2-asx-acquisition-of-afterpay-apt-asx/748)
**Author:** [@Jack\_Sharesight](https://community.sharesight.com/u/Jack_Sharesight)\ **Replies:** 7\ **Last updated:** [4 May 2025 03:57 UTC](https://community.sharesight.com/t/block-sq-nyse-sq2-asx-acquisition-of-afterpay-apt-asx/748 "2025-05-04T03:57:15Z")
It looks like shareholders will be receiving some news with further details on Square’s (SQ:NYSE) takeover of Afterpay (APT:ASX): This thread will be updated once the scheme booklet is released and we can advise furth… --- ## [BUG: Unable to enter ETH income/interest/staking rewards](https://community.sharesight.com/t/bug-unable-to-enter-eth-income-interest-staking-rewards/1542)
**Author:** [@evilbyte](https://community.sharesight.com/u/evilbyte)\ **Replies:** 7\ **Last updated:** [9 March 2025 05:11 UTC](https://community.sharesight.com/t/bug-unable-to-enter-eth-income-interest-staking-rewards/1542 "2025-03-09T05:11:05Z")
Ever since I’ve started using Sharesight for Crypto tracking, the interest payment feature has not worked for me. When I fill out all the pertinent details, and click ‘Save’, nothing happens. I tried this again, and mir… --- ## [Schwab US confirmation to SS Problems?](https://community.sharesight.com/t/schwab-us-confirmation-to-ss-problems/1803)
**Author:** [@MichaelMac](https://community.sharesight.com/u/MichaelMac)\ **Replies:** 0\ **Last updated:** [5 March 2025 06:30 UTC](https://community.sharesight.com/t/schwab-us-confirmation-to-ss-problems/1803 "2025-03-05T06:30:42Z")
Please, is there anyone in United States with the ability to move or copy trade confirmations to your ShareSight account? I am using Expert and have never been able to copy or move across using gmail as demonstrated. A… --- ## [US Share calculation anomaly](https://community.sharesight.com/t/us-share-calculation-anomaly/1794)
**Author:** [@didio](https://community.sharesight.com/u/didio)\ **Replies:** 1\ **Last updated:** [24 February 2025 02:26 UTC](https://community.sharesight.com/t/us-share-calculation-anomaly/1794 "2025-02-24T02:26:21Z")
I have MSFT shares which basically cost me $93883 AUD. Now the value of my holding is $97277 AUD. But sharesight is reporting a loss when I run a report. Can someone explain why? [Next page](https://community.sharesight.com/c/managing-trading-investments/8.md?page=1)