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Sharesite Setup Guide

Get your Sharesite up and running with ease—watch our curated video series that walks you through every stage, from first click to final launch.


How to Use Sharesight: The Ultimate Portfolio Tracker

This video is a beginners guide to using Sharesight for FREE and maximising all of it features to make managing your portfolio so much simpler. Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide, plus LICs and managed funds. You can also track cash, loans and over 100 currencies, as well as unlisted investments such as fixed interest, investment properties and Cryptocurrencies. And it’s all wrapped up in an easy-to-use online portfolio tracker.


Report Capital Gains Tax (CGT) Correctly with Sharesight

Sold your shares recently? Your CGT might not be as accurate as you think.

In this video, we walk step-by-step through a real ETF sale, rebuilding the cost base, correcting dividend reinvestments, and checking FX entries—all using a free Capital Gains Tax Checklist.

Add Property To Sharesight: Track ALL Your Portfolio in 1!

This video is a beginners guide to using Sharesight for FREE and maximising all of it features to make managing your portfolio so much simpler. Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide, plus LICs and managed funds. You can also track cash, loans and over 100 currencies, as well as unlisted investments such as fixed interest, investment properties and Cryptocurrencies. And it’s all wrapped up in an easy-to-use online portfolio tracker.

Add a Loan to Sharesight: Calculate Net Worth Automatically

This video is a beginners guide to using Sharesight for FREE and maximising all of it features to make managing your portfolio so much simpler. Sharesight’s award-winning performance and tax reporting lets you track shares and ETFs from over 40 exchanges worldwide, plus LICs and managed funds. You can also track cash, loans and over 100 currencies, as well as unlisted investments such as fixed interest, investment properties and Cryptocurrencies. And it’s all wrapped up in an easy-to-use online portfolio tracker.


How to Track RSUs in Sharesight | Step-by-Step Guide

Track Your Employee Stock Plan Like a Pro! Learn how to manage Commonwealth Bank of Australia (CBA) RSUs in Sharesight with this detailed, step-by-step tutorial. This guide will help you track Restricted Stock Units (RSU) and/or Employee Share Plans (ESPs) vesting, dividends, tax reporting, and portfolio performance effortlessly.


How to Import Opening Trades into Sharesight in 5 minutes

Want to import your trades into Sharesight without sharing broker passwords? In this quick tutorial, I show you how to securely upload your transaction history from brokers like CommSec, Selfwealth, or Superhero using a CSV file.


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