Product update: you can now connect your Portfolio to Sharesight
You now have the ability to connect your Sharesies Portfolio to a Sharesight account. But who’s Sharesight, and how does this benefit you?
Meet Sharesight 🔎
Sharesight is an online portfolio tracking tool that can track the past performance of a range of investments. It takes into account the impact of capital gains, dividends, brokerage fees, and currency fluctuations when calculating returns. Sharesight can also generate in-depth reports that can be helpful when tax time rolls around.
Read more about Sharesight, and check out its different pricing options (it’s free for under 10 holdings).
What are the benefits as a Sharesies investor?
Complete integration
Once your Sharesies Portfolio is connected to a Sharesight account, the details of your buy and sell transactions are automatically sent to Sharesight. This means you don’t need to manually upload transactions, and the whole process ticks along in the background.
Track your Sharesies investments next to everything else
Sharesight can track a range of investments, even if they’re across different asset classes, markets, currencies, and brokers. It’s a great way to keep everything in one place if you own a range of investments!
Generate in-depth tax reports
We take care of most of your tax obligations when tax time rolls around. But if you have other tax obligations (for example, if you’re a trader or you need to follow FIF tax rules), Sharesight can generate additional reports that may help you calculate any tax owed. 🧮 Or, you can easily share your Sharesight portfolio with your accountant, which saves you from forwarding your tax documents separately.
Sounds good, how do I connect my Portfolio?
Connecting your Sharesies Portfolio to Sharesight is easy! In Sharesies, head to Portfolio > Investments > Manage > Connect to Sharesight and follow the steps to connect to a new or existing Sharesight account.
Fees may apply depending on the Sharesight plan you opt for. You’ll have the option to send your past Sharesies buy and sell transactions to Sharesight. Once you’re connected, new transactions get sent to Sharesight automatically. Too easy!
Check out our help centre article for more info. If you have any questions, get in touch at help@sharesies.co.nz. 🍍
Ok, now for the legal bit
As part of this partnership, Sharesies may earn money from referring new customers to Sharesight. Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time written.
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