If you use multiple platforms and/or brokers, Sharesight can help you keep track of all your investments in one place.

Once you’ve signed into Hatch, you can connect your accounts to automatically share all your Hatch order information and get Sharesight to generate your dividend history.

If you’re on the Sharesight Expert plan ($49 NZD a month), you can use Sharesight to calculate your NZ FIF tax income using both the Fair Dividend Rate (FDR) and Comparative Value (CV) methods. Alternatively, you can order a FIF report through Hatch after the end of every tax year. If you calculate your FIF income through both, the numbers on your Sharesight FIF report may not match what you get in Hatch.

Connect Hatch and Sharesight

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