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You can use AccountRight to help manage a share portfolio by recording share trades and dividend payments. One way of recording share trades is to create inventory items to represent the shares, then record sales and purchases for each trade. However, there's a few factors which affect what needs to be set up for share trading, including:

  • GST reporting requirements
  • stock trading/brokerage fees
  • how dividends need to be reported

Want to learn more?

We might not be experts in buying and selling shares, but our community forum is a great place to connect with business professionals who are happy to share their insights.

For example, check out these great articles:

Handling a share portfolio

Receiving share dividends