Blog

Affluence Funds Management usues Sharesight to assist in tracking both the performance and tax positions for managed funds and LICs.

We are pleased to announce that Sharesight has been awarded third place at the 2018 Benzinga Global Fintech Awards held in New York this week.

Today we’re pleased to announce that we’ve added fractional share support across those markets that permit trading in fractional quantities.

We welcome the recent Australian Government decision to create a regulated Open Banking system that will allow Australians to unlock their own financial data.

Sharesight has been named a finalist in the 2018 Benzinga Global Fintech Awards for Best Financial Advisor or Wealth Management Platform.

Welcome to the April 2018 edition of the Sharesight20 monthly trading snapshot, where we look at the top 20 trades on both the ASX and NZX markets.

We asked CEO & founder Emily Martin to tell us about Balance Impact and how they’re using Sharesight to monitor their ethical investment portfolios.

You can now import historical foreign exchange (or FX) transactions (including cryptocurrencies) to your Sharesight account.

When you login to your broker to check your portfolio performance, do you know what those numbers really mean, and more importantly, what’s missing?

We’ve recently rolled out an update to the holding page that displays the cost base per share at a glance instead of having to run the Historical Cost report.

These quick-wins are guaranteed to provide you with the portfolio insights to help you make the most of your portfolio this year.

With Sharesight nominated for Investment Innovator of the Year 2018 by Fintech Business, it was an honour to attend the awards gala in Sydney last week.

Welcome to the March 2018 edition of the Sharesight20 monthly trading snapshot, where we look at the top 20 trades on both the ASX and NZX markets.

Sharesight’s comprehensive FIF Report automatically calculates your 2017-2018 FIF income, which you can use for your New Zealand IRD tax return.

Given its popularity among investors on Sharesight premium plans, we have made portfolio sharing available to everyone – including free Sharesight accounts.

Here are 3 ways you can get a head-start on preparing your clients’ tax returns with Sharesight Pro, before they even make an appointment to see you!