7 questions from our users
I am thinking of trying the xero/sharesight integration. I already use Sharesight. I require the multi currency xero plan and also budgeting. I would be interested in any feedback from someone who is already using the xero/sharesight integration who can let me know how they found it. Thanks in advance.
Thanks for your question. We've got reviews on the Xero app marketplace. I have attached the link to it below.
Let us know if have any other questions.
what constitutes a portfolio in sharesight
In Sharesight terms, a portfolio is tax entity. For example, if you have shares/managed funds in your SMSF and outside SMSF, then those are 2 portfolios - basically, things that are taxed differently.
Hope this helps.
I think Sharesight is great but the one thing I find frustrating is that if you have more than 1 portfolio any new share transaction appears in your number 1 portfolio and not necessarily in the portfolio in which that share is located. You then have to go in and change it manually. Is there a way around this?
This is a small setup issue. We can easily sort this out for you. Can you send an email to email@example.com?
Hi Sharesight customer service,
We had CMC account which are no longer used, because of sharesight account was set up from them, we can not cancel it because we are afraid of loosing data from sharesight, when opening new account from SelfWealth, we don't know what to do, always in sharesight there are trades were mixed between our joint account and our superannuation account, we have to manually delete superannuation trades in sharesight, but we can not do that from time to time , we know that always there are a solution, please help us how to manage our porfolio, leave our joint account in sharesight only without losing any previous data. Thanks
Ngoc Vinh Nguyen
Hi Ngoc Vinh
Can you please send an email to firstname.lastname@example.org? We will be able to sort this out for you.
Can I get dividend information direct from the share registry?
Are dividends checked against bank account?
Will it automatically update CommSec buys and sells?
What is supplied in each version of the program?
Will it cope with company share offers?
Who can see the information I put in the program?
Can I feed existing information into the program using a CSV file?
Most of those questions are yes, but you can do your own due diligence.
You're obviously smart enough to do that.
It works for me
Sharesight handles dividends, splits, bonus shares, takeovers brilliantly. It is all auto fill as long as you have the number of initially accurate. I check every dividend payt against Sharesight and its 100% accurate. My buys and sells via CommSec are updated by Sharesight. The admin work you need to do to professionally run a portfolio is pretty much handled automatically.
I am computer illiterate.
I need assistance to access whatever information your organisation has of mine.
I need someone to read this question who does not laugh at me.
Victor Batten phone 0402229587
Can you please send an email with your query to email@example.com, and one of our friendly support team will respond to your query.
I have asked many times for someone to tell me how I can get into MY part of Sharesight.
My name is Victor Batten. [details removed]
My investing organ is Lomray P/L.
Maybe the usual ignoring of me will change?
Sorry you had to wait to get this answer. There was a glitch on product review because of which we didn't receive any notifications.
Can you please send an email to firstname.lastname@example.org. All your details were stripped off by Product review so we don't have it to track down your details.
Thanks and regards,
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