How to calculate portfolio turnover
By calculating the portfolio turnover ratio for your investments, you can get insight into your investment strategy and the profitability of your portfolio.
Capital gains tax (CGT) calculator for Australian investors
Sharesight's Australian capital gains tax calculator is the easiest way to calculate the CGT on your investment portfolio for the current tax year.
Leveraging volatility for better investment decisions
In this webinar, Sharesight and Pearler discuss how investors can navigate a volatile market while still reaching their financial goals.
Mutual funds vs. ETFs in the US
In this blog we explore the differences between mutual funds and ETFs, and what you need to look out for if you’re a US investor.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio tax record-keeping with Sharesight.
What is a mutual fund?
Mutual funds can be a low-maintenance investment with potential for high returns. To learn more about the pros and cons of this investment type, keep reading.
Tax loss selling for Australian investors
A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight's Unrealised CGT report can help.
How SMSF trustees can get EOFY-ready
Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before June 30.
What’s driving investors: Mind or emotions?
Diversiview analyses Australian investors’ preferences in Q1 2022, with an emphasis on the risks and performance of the Top 20 preferred ASX securities.
What is Modern Portfolio Theory?
To learn more about Modern Portfolio Theory and whether you should consider this investing strategy for your portfolio, keep reading.
What is an ex-dividend date?
If you own any dividend paying stocks, it’s important to understand what ex-dividend dates are and how they might shape your personal investing strategy.