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Mathilde-s story
Case studies

How one investor uses Sharesight to take control of her investments

by Stephanie Stefanovic | Apr 11th 2023

Part of our Sharesight customer experience series, this video features Mathilde K., an investor who has been tracking her portfolio with Sharesight since 2019.

Nikkys story
Case studies

How one investor uses Sharesight to understand her true performance

by Stephanie Stefanovic | Mar 13th 2023

Part of our Sharesight customer experience series, this video features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.

3 reasons why investors love Sharesight-2 (1)
Investing tips | Case studies

3 reasons why investors love Sharesight

by Stephanie Stefanovic | Feb 19th 2023

We polled 100 Sharesight users on their experience with our platform. In this blog, we reveal what they had to say, plus 3 reasons investors love Sharesight.

Phil’s customer story (1)
Case studies

How one investor uses Sharesight as a roadmap for investing success

by Stephanie Stefanovic | Feb 9th 2023

Part of our customer experience series, this video features Phil Muscatello, host of the "Shares for Beginners" podcast and a Sharesight customer since 2019.

Tracking clients- net worth with Sharesight
Case studies

How a family office uses Sharesight to track clients’ net worth

by Diana Ioppolo | Nov 21st 2022

We talk to Steven Kangas, President of Canada-based family office Kangas Consulting, about how he uses Sharesight to get a consolidated view of clients' wealth.

CMC Markets Sharesight tax and performance reporting
Case studies

How CMC Markets uses Sharesight to deliver tax and portfolio reporting

by Diana Ioppolo | Aug 31st 2022

We talk to CMC Markets about why they built to the Sharesight API and how the partnership helps CMC provide customers with tax and portfolio reporting.

How NZSA boosted engagement
Case studies

How NZSA boosted engagement using Sharesight to build a trading game

by Diana Ioppolo | May 18th 2022

We talk to Martin Dowse from the New Zealand Shareholders' Association (NZSA) about how he used Sharesight's API to build a share trading game for investors.

QLD Uni students Sharesight
Case studies

How QLD Uni students used Sharesight to grow their portfolio by 55%

by Stephanie Stefanovic | Jan 31st 2022

Students from The University of Queensland have been using Sharesight to help grow their Student Managed Investment Fund (SMIF) by 55% over the past 3 years.

Scope Accounting Sharesight case study
Case studies

Why one accountant switched from Excel to Sharesight

by Stephanie Stefanovic | Aug 25th 2021

In this Q&A we talk with Chris Wheatley, Director of Queensland-based firm Scope Accounting, about why accountants should switch from Excel to Sharesight.

HMT case study Sharesight
Case studies

How a Swiss accountant uses Sharesight Pro to track global portfolios

by Stephanie Stefanovic | Jul 23rd 2021

We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.

EGU case study feature image
Case studies

How financial advisers meet AFSL requirements with Sharesight Pro

by Stephanie Stefanovic | Jun 8th 2021

We talk to financial advisers Ben Wieland and Ben Widdup from EGU about how Sharesight Pro helps them meet their AFSL needs while improving client experience.

Ryan Jones Jones Louros Sharesight Pro
Case studies

How one financial adviser uses Sharesight Pro

by Stephanie Stefanovic | May 19th 2021

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