Sharesight features


Topic Replies Views Activity
Answer questions about how to use Sharesight for a chance to win

Provide your best possible answer to any question asked in the Sharesight Community Forum related to using existing Sharesight features for the chance to win 6 months off an annual subscription* or renewal of the Starter…

4 1012 8 July 2021
Dividend Reinvestment Question
2 27 19 October 2021
How to set-up Forward Contracts
0 10 18 October 2021
How do I remove a holding from my portfolio?
1 19 18 October 2021
V3 API to Update Custom Investment Prices
1 32 13 October 2021
Adding Pension Funds in portfolio
3 34 13 October 2021
How can I import my historical trades from an unsupported broker?
6 309 12 October 2021
Price of a holding
1 34 6 October 2021
Nasdaq mutual funds missing
1 35 6 October 2021
Bug with importing SelfWealth trades
1 57 6 October 2021
Demo of the Multi-Period Report
2 94 5 October 2021
Switch In/Out
0 23 2 October 2021
Errors when bulk uploading portfolio from Qtrade
4 76 19 September 2021
proceeds of share sale
1 66 14 September 2021
Benchmarking
4 139 11 September 2021
Xero guides - Managed Fund Statements & year-end adjustments (part 2)
0 80 4 September 2021
Duplicate Dividends
11 224 8 September 2021
Bulk Importing Data from IG Markets and CMC CFD accounts
1 65 7 September 2021
Tips & tricks when setting up in Sharesight
6 402 8 September 2021
US Shares opening Balance
1 64 7 September 2021
Xero Integration
15 130 3 September 2021
Accurately entering Whitefield SPP shares in Sharesight
1 61 31 August 2021
RBC Import Error
1 41 31 August 2021
comparing multiple stocks' total returns with dividends?
0 47 31 August 2021
Individual Stock performance as percentage
2 73 31 August 2021
Hard delete a .OTHER holding code
1 47 29 August 2021
Best way to use Custom Groups?
6 538 26 August 2021
Custom Groups and Shared Portfolios
0 57 26 August 2021
Xero guides - Managed Fund Statements (part 1)
0 251 24 August 2021
UPGRADING OR DOWNGRADING
2 176 14 August 2021