How I Track My Entire Investment Portfolio with Sharesight — Shares, Property, Crypto & More
Managing a diversified investment portfolio shouldn’t require spreadsheets, guesswork, or tax-season panic.
In this guide, I’ll show you how I use Sharesight — a free, secure, and automation-friendly tool — to track everything from listed shares and ETFs to property, crypto, and cash accounts.
📺 Watch the full tutorial here
Complete Beginner’s Guide to Sharesight
🔍 What You’ll Learn in the Video
This isn’t a quick overview — it’s a full walkthrough showing how to:
• ✅ Set up a portfolio tailored to your country’s tax rules
• ✅ Import trades from 130+ brokers without sharing login details
• ✅ Add unlisted assets like property, crypto, and cash balances
• ✅ Track rental income, dividends, and DRPs manually or automatically
• ✅ See your net worth, including loans and margin accounts
• ✅ Automate future trades via broker email integration
• ✅ Use powerful reports like diversity, contribution analysis, and capital gains tax
💡 Why Sharesight Works for Me
• No spreadsheets or advanced skills required
• No password sharing — privacy-first setup
• Real-time updates across 40+ global exchanges
• Tax reports tailored for Australia, NZ, and Canada
• Free forever — with optional upgrades if you want more advanced features
Whether you’re a beginner or a seasoned investor, Sharesight helps you stay organized, tax-ready, and focused on performance.
🧮 What’s Included in the Free Version
- One portfolio with up to 10 holdings
- All core features: trade imports, income tracking, tax reports, and performance analysis
- Manual entry for unlisted assets like property and crypto
- Automated updates for listed investments and major cryptocurrencies
- Custom grouping and reporting tools for better insight
It’s more than enough to get started — and for many investors, it’s all you’ll ever need.
🚀 When to Consider Upgrading
If you manage multiple accounts — like a spouse’s portfolio, a trust, or retirement funds — the paid version lets you:
- Create multiple portfolios under one login
- Run separate tax reports for each account
- Consolidate all portfolios into one view for top-level analysis
- Plan rebalancing and tax strategy across your entire net worth
📬 Bonus Tip
Sharesight’s ability to track DRPs, capital gains, and foreign currency impacts makes it a powerful tool for long-term investors. Even if you rarely sell, the reporting helps you plan smarter and avoid overpaying tax.
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