Sharesight

[Yoda]

Thanks ,thats a possibility

[FIsaver]

Its the best i've found to be honest. I love it, seems to have a good online forum if you need help, i think you can bulk load in transactions and they give you an example of what the format should be in.

You can trial it out for <10 stocks, for free i think and go from there.

[Jay]

That is <10 open stocks at once I think to be clear

[Harvey Specter]

Can back up FIsaver's comments. Have a go with the free trial with a sample of your holding, if it works, load everything in.

[Joshuatree]

I hated it; and couldn't wait to stop my years sub.Found it not user friendly at all and they quickly tired of my asking for assistance, i am a bit of a technophobe , slow adopter ......so just not for me; looks like others have found it very useful.

[Investor]

Good site.

[dabsman]

Just jumped on sharesight:

We’ve made some changes.

We’ve been busy adding 2 great premium features to our Free plan:

• Share access to your portfolio with a friend, family member, accountant or financial advisor – making tax time easier than ever before.
• Track your performance reflecting Open & Closed Positions – making it even easier to measure your investing performance.

AND

We’re also introducing a whole new plan; Starter– track up to 20 holdings in 1 portfolio for $15 per month.

[Kwkiwi]

Hi I have been using sharesight for about 8months. Really love it. I set up the custom groups. Can someone tell me the ways you can use tags? I can’t get my head around what they are useful for. Many thanks in advance.

[Jonboyz]

Is sharesight membership tax-deductible? Their website makes the comment below. So, if I get dividends from some of my shares, then I am deriving an income and can therefore claim the membership as an expense?

"5. Save money and claim your subscription
Claim next year’s membership fee on this year’s tax return by upgrading to to a paid plan before EOFY. And as a bonus, when you pre-pay for an annual subscription, you get 1 month FREE!


If you derive income from the sharemarket, your Sharesight subscription may be tax deductible. Check with your accountant for details." SOURCE: https://www.sharesight.com/blog/eofy/

[blackcap]

Is sharesight membership tax-deductible? Their website makes the comment below. So, if I get dividends from some of my shares, then I am deriving an income and can therefore claim the membership as an expense?

"5. Save money and claim your subscription
Claim next year’s membership fee on this year’s tax return by upgrading to to a paid plan before EOFY. And as a bonus, when you pre-pay for an annual subscription, you get 1 month FREE!


If you derive income from the sharemarket, your Sharesight subscription may be tax deductible. Check with your accountant for details." SOURCE: https://www.sharesight.com/blog/eofy/

Generally any expense that you have that is used to derive income is deductible. Therefore in most cases sharesight would be. Either if you are a trader or an investor. But like they say, go see an accountant.