Latest posts
How one investor uses Sharesight to take control of her investments
Part of our Sharesight customer experience series, this video features Mathilde K., an investor who has been tracking her portfolio with Sharesight since 2019.
How one investor uses Sharesight to understand her true performance
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
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.
How one investor uses Sharesight as a roadmap for investing success
Part of our customer experience series, this video features Phil Muscatello, host of the "Shares for Beginners" podcast and a Sharesight customer since 2019.
How a family office uses Sharesight to track clients’ net worth
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.
How CMC Markets uses Sharesight to deliver tax and portfolio reporting
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 using Sharesight to build a trading game
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.
How QLD Uni students used Sharesight to grow their portfolio by 55%
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.
Why one accountant switched from Excel to Sharesight
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.
How a Swiss accountant uses Sharesight Pro to track global portfolios
We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.
How financial advisers meet AFSL requirements with Sharesight Pro
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.
How one financial adviser uses Sharesight Pro
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.