Portfolio
Info about features, reports, and settings related to your Portfolio.
Notification centreManage your Sharesies email preferences.
Investment report, transaction report (CSV), and contract notesAccess your investment report, transaction report, or contract notes within your Sharesies account.
Investment holdings reportFind out about the Sharesies investment holdings report, including what information is included in the report.
Exclude sold investments from your returnsChange the way you view your Portfolio and investment returns by including or excluding sold investments.
Connect to SharesightYou have the ability to connect your Sharesies Portfolio to a Sharesight account.