How to Automatically Track Your Expenses in Excel

Sharesight vs Kubera: Which Investment Tracker Delivers the Best Value?

Looking for the best investment tracker? I compare Sharesight and Kubera side-by-side to help you choose the right tool for your portfolio. From tax reporting to crypto integration, here’s what you need to know.

How to Report Capital Gains Tax (CGT) Correctly with Sharesight

Struggling with CGT reporting for your shares or ETFs? In this guide, I show you how to rebuild five years of records, adjust for DRPs, and calculate your net capital gain using Sharesight—all in under 10 minutes. Includes a free checklist and MyGov walkthrough.

How to Track RSUs in Sharesight: A Step-by-Step Guide for Investors

Learn how to track your RSUs and employee stock plans in Sharesight—from grant to vesting, dividend income, and tax reporting. Includes portfolio setup and bonus tips.

How to Import Opening Trades into Sharesight Using CSV (CommSec, Selfwealth, Superhero)

Learn how to securely import your opening investment balances into Sharesight using CSV files from brokers like CommSec, Selfwealth, and Superhero—no passwords required.

Sharesight Review: An Accountant’s Take on CGT, DRPs & Tax Reporting

Sharesight promises to simplify tax reporting for investors—but does it deliver? As an accountant, I break down the pros, cons, and common mistakes to watch out for, plus how to set it up correctly for CGT and dividend tracking.