Where Does Sharesight Store Portfolio Data?
Sharesight keeps portfolio holdings, trades, and tax reports in your account with broker sync. Generate tax reports per country before filing.
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Sharesight tracks investments in the account cloud. Holdings with trades, dividends, performance stats, and tax reports sync across apps. Broker connections refresh positions automatically.
That makes login plus links the setup. Exact behaviors may vary by version. Free tiers cap holdings counts; paid plans cover serious portfolios. Benchmarks compare indices daily. Currency gains split automatically. Sold positions archive yearly. Payout calendars flag dividends. Custom groups organize trusts.
Where Sharesight stores this, by platform
Sharesight app > Portfolio (account cloud)
Holdings sync via account. Exact folder names may vary by version. Generate tax reports per residency before filing.
Sharesight app > Portfolio (account cloud)
Same account model as Android. Broker sync refreshes positions. Reinstalls restore on login.
Frequently asked questions
Does the portfolio sync between devices?
Yes for holdings and history on login across web and mobile. Connected brokers refresh automatically. Reinstalls change nothing server-side. Reconcile monthly.
How do I generate a tax report?
Connect brokers via API plus contract notes email forwarding, then run the tax report for your residency method. Review unmatched trades before filing; gaps cost real money.
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