I have several questions. I have had Sharesight for <1 yr and while I find the program to be helpful…it seems quite cumbersome with email trades not working, corporate actions are hard to understand how to represent, having to go in individually to dividends to confirm correct amount…and add taxes deducted which are not automatically calculated. It seems to create more work than actually streamline the process.
Looking for any tips to help use this program, as I am considering ending my subscription early.
One specific recent challenge:
I have held Brookfield Asset Management (BAM). They changed name to Brookfield Corp. and spinoff the asset managment business recently under the original name BAM. BN now owns 75% of BAM. I received shares of BAM (I believe it was 0.25 BAM for every 1 share BN originally held). I have no clue how to represent this in Sharesight the correct way.
The rounding the M1 Finance (where I import email trades from) and Sharesight rounding seem to make mismatches over time in the amount of share actually held in M1 versus what shows on Sharesight. This causes dividends to be off by a very slight amount in some cases. Any work arounds for this?