Latest posts

Yarra Valley - featured

A day in the Yarra with Vanguard

by Doug Morris | Feb 18th 2015

We spoke at a Vanguard conference in the Yarra Valley on Feb 6th. Here are our thoughts on the event & the presentations by Xero & Fluid Financial Planning.

AWI - featured

Watch the Self-Directed Investor Fintech Expo

by Angela Thompson | Jan 20th 2015

If you missed the Self-Directed Investor Fintech Expo hosted by AWI Ventures & ASX back in November, you can check out the videos from the day.

Sharesight + Xero - Featured

Join us at the Xero Roadshow, February 2015

by Angela Thompson | Jan 16th 2015

Join us at the 2015 Xero Roadshow taking place throughout Australia in February, and see our beautiful Sharesight + Xero integration first-hand.

Sharesight Story Video - featured

The Sharesight Story

by Tony Ryburn | Jan 12th 2015

Watch our short video and learn the story behind Sharesight, the portfolio management system built by investors, for investors.

Sharesight + Xero - Featured

We are now a Silver Xero Partner & Certified Advisor!

by Angela Thompson | Jan 8th 2015

Our Silver Xero Partner & Certified Advisor status demonstrates our commitment to building the most comprehensive portfolio admin & performance tracking tool.

2014 counter - featured
News | Product features

2014: year in review

by Angela Thompson | Dec 19th 2014

We thought we'd take the time to highlight Sharesight's significant accomplishments in 2014 - and what a year it's been!

AWI ASX - featured

AWI & ASX Fintech Expo - Roundup

by Doug Morris | Dec 2nd 2014

Last week we were given a chance to speak and host a stand at the Self-Directed Investor Fintech Expo, hosted by AWI and ASX - here's our roundup of the event.

Zero Dollar Brokerage - featured
Investing tips | News

Zero dollar brokerage - too good to be true?

by Doug Morris | Sep 25th 2014

Those who caution against zero brokerage services such as Robinhood perpetuate the fear that investing is scary and best left to "professionals".

Sharesight Xero Award Winner - featured

Xero award winners roundtable

by Doug Morris | Sep 16th 2014

Learn what it takes to be a leading Xero Add-On: Watch the Xero Award Winners Roundtable video hosted by Add-On Success.

Lulu - featured

Clients, have your say - Introducing Lulu

by Angela Thompson | Sep 11th 2014

Introducing Lulu Ye, Sharesight's new Client Experience Specialist, who will be focused on supporting Sharesight Retaila and professional plan clients.

Xerocon Australia 2014 - featured

If you build it, they will come: Xerocon Australia 2014

by Doug Morris | Sep 1st 2014

Our wrap-up of Xerocon Australia 2014: our fifth Xerocon and Xero's largest conference to date with over 1,300 attendees and 80 exhibitors.

Sharesight Xero Add-On Partner 2014 - Featured

Sharesight wins Xero Add-On Partner of the Year 2014!

by Doug Morris | Aug 25th 2014

We're thrilled to have won Xero Add-On Partner of the Year 2014 - here are some photos of the announcement, award, and acceptance crew!