What is Sharesight?
Sharesight is the leading online share portfolio tracker & reporting tool for New Zealand investors. Sharesight tracks share prices, trades, dividends, performance & tax! If you use multiple platforms and/or brokers, Sharesight can help you keep track of all your investments in one place.
How do I connect Sharesight to Hatch?
Once you’ve signed into Hatch, you can connect your accounts to automatically begin sharing your Hatch order information. Find the connection under 'settings' in your Hatch web app then scroll down to 'connections'.
This doesn't load your past trade data, so to get Sharesight to generate your past orders and dividend history, you'll need to export your historic data.
What else can I use Sharesight for?
If you’re on the Sharesight Premium 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.
💡 Note: If you calculate your FIF income through both, the numbers on your Sharesight FIF report may not match what you get in Hatch.