Blog

Doug Morris

CEO

Recent Articles

Money Magnet - featured

Don’t pay for your investment data

by Doug Morris | Sep 29th 2016

Some share registries charge for access to your investment data. But thanks to technology like Sharesight, investors now have better choices.

Simply Wall St. + Sharesight - featured

Visualise your portfolio with Sharesight and Simply Wall St

by Doug Morris | Sep 27th 2016

Simply Wall St customers can import their Sharesight portfolios in just a few clicks, allowing them to easily visualise their share holdings.

cloud gears - featured

PwC partners with Sharesight

by Doug Morris | Sep 19th 2016

We’re pleased to announce that PwC has chosen Sharesight to be part of PwC Next - an innovative cloud-based platform for private clients and businesses.

Livewire Live Portfolio 2016/09 - featured

Livewire Live portfolio – September 2016 update

by Doug Morris | Sep 13th 2016

See how the Livewire Live portfolio is tracking in our latest performance update of top fund managers' stock picks from Livewire Live.

Canadian Capital Gains Tax Report - featured

Canadian Capital Gains Tax Report

by Doug Morris | Aug 9th 2016

Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

BoQ - Featured

Announcing a new partner — Bank of Queensland

by Doug Morris | Jun 10th 2016

Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.

Livewire Live Portfolio 2016 - Featured

Tracking the fund managers' picks

by Doug Morris | Jun 9th 2016

We've built a portfolio tracking the fund managers' picks from Livewire Live 2015 & 2016, assuming $10,000 invested in each company inclusive of brokerage.

10 year gap - featured

The ten year gap in financial services technology

by Doug Morris | Jun 8th 2016

A recent report by PWC paints a grim picture for professionals on the wrong side of financial services technology - here are our thoughts on the matter.

Livewire Live 2016 - Featured

Takeaways from Livewire Live

by Doug Morris | Jun 6th 2016

Last week, the Sharesight team dropped in at Livewire Live, an investing insights event hosted at the ASX featuring top-notch industry panelists.

Asset Allocation Reporting in Sharesight - Featured

Asset allocation reporting in Sharesight

by Doug Morris | May 27th 2016

Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).

Custom Groups - Featured

Announcing Custom Groups

by Doug Morris | May 23rd 2016

Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.

Sharesight at UNIT - Featured

Sharesight at UNIT

by Doug Morris | May 16th 2016

OnMarket Bookbuilds invited us to participate in a panel discussion held by UNIT, the University Network for Investing and Trading at the UNSW campus in Sydney.