PLS 3.49% $3.85 pilbara minerals limited

Portfolio Tracking & Tax

  1. 2,885 Posts.
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    Hi @Johnny87. I get all the reports etc from Commsec also. From my point of view, Sharesight just lays it out better for reporting and general portfolio management. You can try the free version just to check it out. Mightn’t be for you.

    The other great feature is I can give my accountant read only access so there is no need to do anything at tax time except give him the link.

    Gives a capital gain/loss report with future capital losses carried forward. All well presented for easy reference when deciding what to sell for tax advantage.

    Yesterday I signed up to the subscription for 3 portfolios which I will have to expand in years to come when I go to pension phase in SMSF.

    It updates all your buy sells from the broker confirmation emails and you can download all your broker confirmations history in a csv and upload into Sharesight

    For lazy book keeping people like me, it is the bees knees.

    The $279 for Investor Plan annual fee is worth it for me.

    Disclaimer: Unpaid plug
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