Here you will see a summary of the shares you have entered including the price, quantity and current value of each share in your portfolio. Australian and NZ shares are shown separately and your portfolio can be reordered by clicking on any column heading.

You will see that annualised capital gain, dividend, currency and total returns can be viewed graphically and in dollars or percentages over the time period of your choice.

To access the Share details page select the share you wish to view by clicking on the row for that share on the Portfolio Overview page. You will see the following information is provided for each share.

• Full details of every dividend you have received
• Details of all your sale and purchase transactions
• Comprehensive performance data
• Details of all corporate actions
• Automatic accounting for amalgamations and splits
• Key financial data - EPS, NTA, P/E
• Links to the latest news about the share

When you log on to Sharesight you will be taken to the Portfolio Overview page.

To add a share click the ‘Add a New Share’ button and start typing the name or share code in the box provided. Select the share you want when it appears in the dropdown box.

Enter the purchase date and the number of shares and Sharesight does the rest. End of day purchase prices and exchange rates are provided or you can insert your own. Use the comments box to record any additional information you like.

This report makes filling in your tax return easy. No longer will you need to hunt out your dividend statements at the end of the tax year in order to collate all the information you need for your tax return.

All the data you need is in one place. Gross dividends, franking credits, and withholding tax information are collated and summarised in separate reports for AU income and overseas income in a format that you can use for your tax return. You do not need to record any of this information: it is all provided automatically.

The Australian Capital Gains Report calculates capital gains made on Australian shares as per Australian Tax Office rules. The report is based on the ‘discount method’ for shares that were held for less than 1 year and the ‘other method’ for shares held for more than one year. The discount rate used is the 50% rate which applies to individuals. The report may be run over any date range.

You can specify the sale allocation method that you wish to use on a per share basis. This includes the Sharesight Minimisation method which assumes that you sell shares that will result in the lowest capital gains tax first. This method is more sophisticated than the ‘Minimise capital gain’ method because it takes into account the discounting rules.

For more detail about Australian Capital Gains tax rules, please refer to the ATO website here:
http://www.ato.gov.au/individuals/pathway.asp?pc=001/002/026/016

The Sales and Acquisitions report is designed to show opening and closing balances at cost price. This report is a time-saver for anyone who is required to prepare annual accounts for a company or family trust that owns shares.

The report also provides the market value at balance date to supplement the cost price data required in the balance sheet.

Share Clubs

You can record your share club’s portfolios in Sharesight and provide read only access to all members. Every member can have current, comprehensive online information on how the club’s shares are performing.

Reduce Accounting Fees

Save your Accountants’ time by providing them with online access to all the data they need to file your tax return and record your shareholdings in the Annual Accounts of your family trust or company.

Investment Advisors

If you have clients who own shares you can manage them in Sharesight on their behalf. You can give each client online full or read-only access to their portfolio or send them up to date written reports at any date you choose.