Blog

Understanding how your portfolio has been performing overall, not just in the past month, is the best antidote to help you make the best decisions. Here’s how:

Key highlights and learnings from the Forrester Predictions 2019 breakfast event in Sydney, and how they might shape investing strategies in the coming year.

When linked to Xero, Sharesight provides a seamless solution between investment portfolio management and accounting. Here’s how..

15 Sharesight Pro partners have been recognised in the Australian Financial Review 2018 list of Australia’s “Top 100 Accounting Firms”.

Sharesight was in Melbourne this week to attend the Intersekt festival, the Australian fintech industry’s annual conference. Here’s what we learned.

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

The team at Sharesight had the privilege of attending the Morningstar Individual Investor Conference in Sydney this week. Here’s what we learned.

Becoming a good investor is more than just learning how to read a company’s annual report and profit and loss statements.

ETFs create tax complications because instead of classifying them as ordinary company shares, the ATO classifies ETFs as trusts.

Investors have shifted a material slice of their investment portfolios to ETFs within only 10 years. With ETFs now accounting for 10% of investment portfolios.

We’ve worked with New Zealand broker Hatch to make it easy to import trade details into Sharesight – simply by using our Broker Email Import feature

Sharesight has a new solution to help you record the tax components of trusts such as managed funds and ETFs correctly for your Australian tax return.

Sharesight CEO Doug Morris was invited to sit on the panel discussion on ‘Open Banking in Australia’ at the ‘Saxo Fintech Agility Conference 2018.

We’ve now added the ability to import trades to your Sharesight portfolio from Saxo Capital Markets Australia (owned by Danish based Saxo Bank).

The teams from Sharesight and Macrovue joined forces in Sydney for a special “lunch & learn” event to dicuss their views on “investing in the global economy”.

Sharesight joined forces with our newest integration partner, myprosperity, to present our first joint webinar on the 21st century financial experience.