Blog

Sharesight Pro portfolio search tool

We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.

Updated industry classification data

Organise your portfolio holdings according to the industry classification data provided by FactSet's global security classification scheme.

See you at the ASA's Grow Your Portfolio conference 2016

Sharesight will be sponsoring and exhibiting at the ASA (Australian Shareholders Association) 2016 Grow Your Portfolio conference.

Open Sharesight reports directly in Google Sheets

Our latest enhancement lets you open and save your Sharesight investment portfolio performance and tax reports directly in Google Sheets (Google Drive).

Performance & tax reports now in XLSX format

Sharesight performance & tax reports are now in XLSX format, so they can be opened in multiple spreadsheet applications - including free platforms.

Track the Swiss & Tokyo stock exchanges

We've expanded our global markets coverage so investors may now use Sharesight to track the Swiss & Tokyo stock exchanges.

CMC Markets Stockbroking Pro Platform Launch

The CMC Markets Stockbroking Pro Platform is Australia's 1st HTML5 trading platform and provides frequent traders with cutting-edge customization features.

Auto-track your Suncorp trades

Sharesight makes it easy to auto-track your Suncorp trades - simply forward contract notes to your portfolio via the Trade Confirmation Emails feature.

Auto-track your trades from Select Equities & Credit Suisse

Sharesight clients may auto-track trades from Select Equities & Credit Suisse by forwarding contract notes via the Trade Confirmation Emails feature.

Reminder: Register now for ATSA 2015

A reminder to register to join us at the Accountants' Technology Showcase Australia (ATSA) conference, 12-13 October 2015.

Join us at the Afiniation Showcase

The Afiniation Showcase taking place at the Ivy Ballroom in Sydney on Thursday 24th September, will feature 30 of Australasia's top fintech companies.

Join us at the NZ Xero Roadshow

We'll be in Auckland, Wellington and Christchurch in September as part of the Xero Roadshow - stop by and see our award-winning Xero integration first-hand.