Tiger Plan $99/Year for Tiger Brokers Customers @ Sharesight

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rokufan on 30/06/2023 - 00:03 sharesight.com (338 clicks)
Last edited 30/06/2023 - 16:35 by 1 other user

For those with complicated investments where a spreadsheet or free option won't suffice.

The Sharesight Tiger plan $99/year is similar to the Investor plan (normally $348/year) but stripped of a few reports - see plans comparison. You can also get the Sharesight Investor and Expert plans for 25% discount.

Simply sign up with Tiger Brokers for free and link your Sharesight account to your new Tiger Brokers account and the Tiger plan option and other plan discounts will appear in your Sharesight plan options. Many here will already have Tiger Broker accounts with the free shares deals for new accounts.

Note: After selecting a Sharesight plan you don't need to use Tiger Brokers at all. You can connect any broker to your Sharesight account to automatically record trades or you can add them via file import or manually.

As a valued Tiger Trade client, you are eligible for an exclusive offer to sign up for Sharesight’s Tiger Plan for AUD 99 per annum, compared to the standard Starter Plan, which is valued at AUD 228 per annum. This will give you access to one portfolio with unlimited holdings and additional features such as the ability to benchmark your portfolio against any one of the 240,000+ stocks, ETFs, funds and unit trusts Sharesight supports.

Sharesight is a cloud-based portfolio tracking and reporting platform designed for individual investors and financial professionals. It allows you to automatically track trades from over 200 global brokers, providing real-time performance data on various asset classes including stocks, ETFs and managed funds.

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  sh4hp on 30/06/2023 - 05:17

  How does one get their dividends with Tiger Investment?

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  hahaer on 30/06/2023 - 06:16

  +1

  Thank you. Saved me $200 per year.

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  jamestownfx on 30/06/2023 - 07:28

  I've looked at Sharesight, but I don't fully understand its value, doesn't all the info prefill when you do your tax return anyway?

  • 

    virtualds on 30/06/2023 - 07:35

    From my experience using the sharesight, it's not perfect. You have to enter/modify lot of stuff when it comes to dividend. I would not bother spending even $99/year.

  • 

    countmein on 30/06/2023 - 09:00

    +2

    Handy if you have DRP, it will track it automatically and 'calculate' the average base cost for you if you DCA. Sign up for their free plan (to track less than 10 holdings) to experience it. Unfortunately they removed CGT reports off free plan. If you dont have lots of trades (only buys) then its not a problem

  • 

    rokufan on 30/06/2023 - 17:55

    +1

    ATO MyTax is good at prefilling investment income but not CGT events.

    • 

      jamestownfx on 01/07/2023 - 19:15

      That makes sense. Thanks

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  dumkaze on 30/06/2023 - 07:34

  Share sight doesn’t do the derivative

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  stockprofit on 30/06/2023 - 08:07

  +9

  There is also the free spreadsheet route as well

  It is a bit of work to set up and to follow the instructions

  https://stockprofit.au/

  Example of a walkthrough

  https://www.youtube.com/watch?v=KDRxOD4AWQ4

  A quick intro

  https://www.youtube.com/watch?v=A3NGF-cH5LA

  • 

    jamestownfx on 30/06/2023 - 13:22

    This is awesome, thanks

    • 

      stockprofit on 01/07/2023 - 00:36

      +1

      Once you get the hang of it, it does a great job in generating your capital gains tax report.

      I recommend you make copies of your spreadsheet before you run the report, that way you can try different methods to compare the profitability.

      This is assuming you have different buy / sell trades.

  • 

    virtualds on 30/06/2023 - 20:24

    +1

    Not sure how people can trust this fully considering lot of data breach and cyber security issue possibilities. Might need to disable all external data connections in the settings. I am just skeptical.

    • 

      stockprofit on 01/07/2023 - 00:29

      The spreadsheet is in your own Google Account along all your other spreadsheets. Only you have access to it unless you decide to share access.

      The spreadsheet has buy and sell transactions and no identifying information HIN numbers, no passwords or access to your brokers.

      It is more safer than the online cloud versions available.

      The spreadsheet addon needs access to be able to read and write to your spreadsheet. It does not have further visibility.

  • 

    KoopaKill on 26/07/2023 - 20:15

    Legend

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  Deepwhale on 30/06/2023 - 08:20

  Anyone knows after I signed up, how can I link my Sharesight account to my new Tiger Brokers account? Thanks.

  • 

    Last Seen on 30/06/2023 - 10:07

    +1

    I believe a deposit is required, to unlock the Reports tile on the dashboard.

    • 

      Deepwhale on 30/06/2023 - 14:33

      Thanks a lot

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  robboblah on 30/06/2023 - 08:35

  +1

  alternative to sharesight is https://www.navexa.io/pricing

  • 

    The Hobo on 30/06/2023 - 09:03

    +1

    Their holdings limit include open and closed positions - bit of a shame.

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  countmein on 30/06/2023 - 09:05

  I wonder if this is just one off or every year

• 

  check on 30/06/2023 - 10:32

  @rokufan
  My Sharesight plan expires in January.
  Should I wait until then to sign up to Tiger?

  Does my existing setup transfer across to Tiger, or do I have to re-enter everything?

  Do these prices renew at the same discount?

  • 

    rokufan on 30/06/2023 - 18:21

    Should I wait until then to sign up to Tiger?

    If you chose Tiger plan now you will immediately be moved to the new plan. You will receive 12 months Tiger plan + how many months you had remaining on old plan will be added to your Tiger plan. This is what customer service told me. Best value is to stay on old plan until close to renewal then downgrade to Tiger plan if you want access to all Investor plan reports till January.

    Does my existing setup transfer across to Tiger, or do I have to re-enter everything?

    Connect your existing Sharesight account to Tiger and you won't have to make any changes, all your saved data/records will remain.

    Do these prices renew at the same discount?

    Sorry. I don't know if this will be an ongoing promotion.

    • 

      jsb on 02/07/2023 - 23:46

      says "Special offer of $99 per year for Tiger customers".

      It seems its per year so, might be recurring subscription

• 

  roberto7 on 30/06/2023 - 18:06

  which country is Tiger's HQ based in?

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  Super8Tab on 30/06/2023 - 21:14

  I wish I found about this earlier - paid more than double that 3 months ago for the investor plan. Possible to cancel and refund from your experience?

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  soc on 09/07/2023 - 10:26

  +7

  Not deal worthy so I'll just share here.
  If you just want short term access to paid Sharesight features such as the capital gains report to do your tax return you can sign up for a Morningstar Australia free trial and link you Sharesight account to morningstar.
  Morningstar trial does not require payment info so you don't have to worry about cancelling.
  I've done this twice using the same Morningstar and Sharesight accounts.

  https://www.morningstar.com.au

  https://help.sharesight.com/au/morningstar/

• 

  Aceboy884 on 09/07/2023 - 19:20

  +1

  Apart from reports

  This isn’t comparable to the investor plan. It’s closer to the starter plan for single portfolio vs 5x on investors plan