Blog

Q&A with new Sharesight partner Balance Impact

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

4 reasons to stop relying on your broker’s performance reports

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?

How to calculate your 2018 FIF income

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

Investors need to break these 5 bad habits in 2018

Maximise your portfolio performance this year by ditching these small (but impactful) bad investing habits once and for all.

See you at InvestTech 2017

Sharesight is pleased to announce our participation at InvestTech, the Portfolio Management Technology conference, taking place in Sydney on December 5th 2017.

Easily import your Yahoo Finance portfolio into Sharesight

Solve your portfolio tracking problem. Sign up for a FREE Sharesight account and upload your Yahoo Finance portfolio today!

New functionality for Consolidated Views

Leverage the latest updates to the Consolidated Views feature in order to gain additional insights into your investment portfolios.

Run your tax reports before ATO’s October 31 deadline

There's still time to run your investment portfolio tax reports before the ATO’s October 31 do-it-yourself return deadline.

Import your Google Finance portfolio into Sharesight

Looking for a Google Finance portfolio alternative? Don't wait until it's too late. Upload your Google Finance portfolio into Sharesight today!

Announcing the Merge Holding feature

Mergers or takeovers often result in manual portfolio admin for investors. Sharesight's new Merge Holding feature makes merger admin easy.

How to calculate your 2017 FIF income

Calculate your 2017 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

Manage those pesky corporate actions before EOFY

There's still time to catch-up on corporate action “portfolio admin” and make proactive investing & tax decisions before EOFY.