|
Transfer Holdings
|
|
1
|
235
|
13 February 2024
|
|
Our newest report is now live! - Exposure Report
|
|
4
|
328
|
13 January 2024
|
|
Tracking Gilts
|
|
1
|
277
|
8 January 2024
|
|
Tracking cryptocurrencies with Sharesight
|
|
0
|
220
|
13 December 2023
|
|
Tracking capital gain distributions from US-based funds
|
|
1
|
275
|
13 December 2023
|
|
Correctly enter dividends
|
|
1
|
235
|
11 December 2023
|
|
Vanguard Personal Investor
|
|
4
|
497
|
5 December 2023
|
|
Benchmark portfolio for past periods
|
|
3
|
463
|
25 October 2023
|
|
Adding CPI as a benchmark
|
|
2
|
450
|
23 October 2023
|
|
BENCHMARKING A PORTFOLIO
|
|
1
|
353
|
23 October 2023
|
|
CSL dividends paid in USD
|
|
1
|
456
|
6 October 2023
|
|
Hard delete a .OTHER holding code
|
|
2
|
552
|
3 October 2023
|
|
Sharesight Free, One Portfolio
|
|
5
|
463
|
28 September 2023
|
|
European-style decimal/thousand separator.
|
|
0
|
254
|
18 September 2023
|
|
Xero integrations tab
|
|
0
|
278
|
11 September 2023
|
|
How can I benchmark a custom group?
|
|
0
|
272
|
8 September 2023
|
|
$0 dividend reinvestment
|
|
0
|
294
|
28 August 2023
|
|
Holding settings - Foreign withholding tax %
|
|
0
|
264
|
20 August 2023
|
|
How to add/import previous DRP data?
|
|
0
|
286
|
4 August 2023
|
|
DRP on all holdings
|
|
1
|
347
|
28 July 2023
|
|
GICS Classification in Reports
|
|
0
|
343
|
22 July 2023
|
|
Bulk import historical buy and sell trades
|
|
0
|
367
|
27 June 2023
|
|
Total Gain
|
|
0
|
240
|
25 June 2023
|
|
Some saxo trade history ignored when importing
|
|
0
|
243
|
24 June 2023
|
|
source bond risk assessments
|
|
0
|
231
|
24 June 2023
|
|
Excel Export
|
|
8
|
960
|
3 June 2023
|
|
How to enter inherited shares in Australia.
|
|
5
|
1465
|
3 June 2023
|
|
Display Custom Investments
|
|
1
|
304
|
3 June 2023
|
|
Custom investments
|
|
0
|
268
|
16 May 2023
|
|
Add type Dividends to cash account 'type' list
|
|
0
|
260
|
15 May 2023
|