Dividend income
Investing Tips

What is dividend income?

by Stephanie Stefanovic | Nov 21st 2022

For some investors, earning dividend income is a key goal. But it's important to understand the tax implications, plus how to automatically track dividends.

Tracking clients- net worth with Sharesight
Partner News

How a family office uses Sharesight to track clients’ net worth

by Diana Ioppolo | Nov 21st 2022

We talk to Steven Kangas, President of Canada-based family office Kangas Consulting, about how he uses Sharesight to get a consolidated view of clients' wealth.

Multi-currency valuation report
Sharesight Features & Tips

Value your investments in any currency with Sharesight

by David Olsen | Nov 20th 2022

Sharesight’s multi-currency valuation report is built for the needs of investors who invest globally and think in terms of more than one currency.

Inflation and the stock market
Industry News

How does inflation impact the stock market?

by Stephanie Stefanovic | Nov 14th 2022

It’s important to understand inflation’s impact on the economy and how this can affect the stock market, including which stocks are "inflation-proof".

Release notes-October
Release Notes

Sharesight release notes – October 2022

by Ben Clendon | Nov 7th 2022

In October our key priority continued to be our UX and brand updates, including a major update to our colours in preparation for Sharesight's new look.

Investor Tech Achieving financial wellness
Partner News

Financial wellness: Personal finance and cash management

by Apoorva Pokharna | Nov 6th 2022

In this video of our series "Investment Technology Journey for Self-directed Investors", we discuss the impact of cash management on future financial success.

Sharesight new brand 0
Company News

We’ve got a new look – Sharesight’s new brand

by Team at Sharesight | Nov 1st 2022

After a year-long effort of collaborating with customers, colleagues and investors, we are excited to unveil Sharesight’s new brand!

Search for holdings across portfolios
Sharesight Features & Tips

How to search for holdings across your Sharesight portfolios

by Stephanie Stefanovic | Oct 31st 2022

Sharesight users can now search for holdings across all their portfolios – a particularly useful feature for Pro Plan users who are managing client portfolios.

Top20 NZX monthly Oct22
Sharesight20

Top 20 NZX trades by Sharesight users – October 2022

by Stephanie Stefanovic | Oct 30th 2022

Welcome to the October 2022 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Top 20 NASDAQ + NYSE+AMEX month Oct22
Sharesight20

Top 20 trades in US stocks by Sharesight users – October 2022

by Stephanie Stefanovic | Oct 28th 2022

Welcome to the October 2022 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly October22
Sharesight20

Top 20 ASX trades by Sharesight users – October 2022

by Stephanie Stefanovic | Oct 27th 2022

Welcome to the October 2022 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Sharesight lunch and learn session at Morningstar investor conference
Investing Tips

Morningstar's 2022 Individual Investor Conference: Key takeaways

by Stephanie Stefanovic | Oct 26th 2022

We highlight some takeaways from Morningstar's 2022 Conference for Individual Investors, where investors had the opportunity to hear from industry experts.

Active vs. passive investing-2
Investing Tips

Active vs. passive investing

by Stephanie Stefanovic | Oct 19th 2022

What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.

ETFs vs. stocks
Investing Tips

ETFs vs. stocks

by Stephanie Stefanovic | Oct 13th 2022

Stocks and ETFs can both be a valuable addition to an investor’s portfolio, however it’s important to understand the pros and cons of these two asset types.

Constructing a diversified portfolio
Partner News

Investment strategy: Portfolio construction and diversification

by Apoorva Pokharna | Oct 10th 2022

In this second video of our series "Investment Technology Journey for Self-directed Investors", we explain what a diversified portfolio might look like.

Release notes-September 2022
Release Notes

Sharesight release notes – September 2022

by Ben Clendon | Oct 9th 2022

In September our key priority continued to be our UX and brand updates with a particular focus on some visual changes due to be rolled out later in October.

Australia-Top brokers for stocks and ETFs (1)
Investing Tips

Top brokers Aussies use to invest in stocks and ETFs

by Stephanie Stefanovic | Sep 30th 2022

We take a look at the most popular brokers among Sharesight users in FY21/22, focusing on investments in stocks and ETFs.

Top20 NZX monthly Sep22
Sharesight20

Top 20 NZX trades by Sharesight users – September 2022

by Stephanie Stefanovic | Sep 29th 2022

Welcome to the September 2022 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.