How to Automatically Track Your Expenses in Excel

How I Track My Entire Investment Portfolio with Sharesight — Shares, Property, Crypto & More

Learn how I use the free version of Sharesight to track my entire investment portfolio — including shares, ETFs, property, crypto, and cash — all in one place. This step-by-step video tutorial shows you how to automate trade imports, track income, and simplify tax reporting.

How to Add Loans to Sharesight and Track Your True Net Worth Automatically

Using borrowed money to invest? Learn how to add loans to Sharesight as negative cash accounts and calculate your portfolio’s net worth—including margin loans and property debt. This guide walks you through setup, customization, and reporting tips.

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

Learn how to manually add residential property to your Sharesight portfolio, track market value, and include rental income for a complete view of your investment performance.

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.