Blog

Announcing a new partner — Six Park

by Doug Morris, CEO, Sharesight | Nov 25th 2016

We’re pleased to announce that Six Park has chosen Sharesight to power their globally diversified, professionally managed portfolio service. The Sharesight API and interface will assist in offering their clients our award-winning investment reporting.

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Six Park is an automated investment management service (frequently referred to as a “robo-advisor"), that is differentiated by the experience and calibre of its active Advisory Board. They provide a low-cost, diversified approach to investing by using ETFs. Their philosophy centres on not trying to pick stocks or time the market, but rather on the Modern Portfolio Theory to automatically manage client portfolios. It’s telling that the people who founded the company originally come from the lofty world of institutional finance - they now how financial products are packaged and can combine their experience with technology to provide a low-cost investment strategy for just about anyone.

Six Park will also make use of the Sharesight API to enhance their own client interface. This is a terrific example of what’s possible when developers use Sharesight as a platform.

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Roboadvice continues to gain momentum around the world. Even if you prefer to manage your own portfolio, it’s certainly a positive development that millions of previously unadvised people now have access to low cost, online financial advice.

FURTHER READING

Ryan Jones Jones Louros

How Sharesight helps advisors track net worth and simplify compliance

by Stephanie Stefanovic | Jul 19th 2024

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.

Swissquote

Automatically track Swissquote trades with Sharesight

by Stephanie Stefanovic | Jul 18th 2024

If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.

Dividend vs share buybacks

Dividends vs. share buybacks: Which is better for investors?

by Stephanie Stefanovic | Jul 17th 2024

We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.