Over 250,000 global investors track their portfolios with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | May 18th 2021
MILESTONE UPDATE: As of the 25th of October 2021 we've reached another incredile milestone, with more than 300,000 global investors now tracking their portfolios in Sharesight. Here's to empowering even more investors around the world!

We are excited to announce that there are now more than 250,000 empowered investors in 106 countries tracking over 3 million holdings with Sharesight.

More than just another milestone, this is part of an important growth journey for Sharesight. After bootstrapping our New Zealand-based business to 100,000 users, we were able to double our user base in the next 18 months, and are continuing to grow on this trajectory as more investors around the world discover the benefits of using a portfolio tracker to get the full picture of their performance.

250k global investors using Sharesight

To celebrate this achievement, let’s take a look at the history behind Sharesight, along with some of our newest features designed to help investors track all of their global investments in one place.

A brief history of Sharesight

Born from a desire to make it easier for self-directed investors to track their investments, Sharesight was first established in New Zealand in 2007. We have come a long way since then, from achieving our first paying user in 2008, to our global launch in 2015 and our latest milestone of over 250,000 global users in more than 100 countries.

Sharesight 250k featured image

"Expanding our global user base has been an important priority for Sharesight since launching internationally in 2015. With the recent influx of new investors in markets worldwide, we took this as an opportunity to expand our product and our team, making it easier than ever for global investors to access Sharesight’s award-winning performance, dividend tracking and tax reporting features," says Sharesight CEO, Doug Morris.

"We have welcomed many new users from the US, Canada, Hong Kong, Singapore and the UK in particular, and we are excited to keep building out our product to bring advanced performance tracking to investors around the world."

What’s new at Sharesight

At Sharesight, we are always working on new features and further enhancements to improve user experience and make Sharesight accessible to global investors.

One of the most important factors in all of this is the ability to track over 170,000 stocks, ETFs and funds in more than 36 leading global markets, plus the ability to automatically import trades from 201 international brokers – a number that has grown from 178 just four months ago.

In other news, we have also released our Multi-Currency Valuation Report, which allows investors to see the value of their investments denominated in any of the 67 currencies that Sharesight supports, including leading cryptocurrencies such as Bitcoin and Ethereum. This is a useful feature for expats and global investors who want to see their investments in the currency they "think" in, not just the currency of their tax residency.

"Investors are shifting their portfolios internationally more than ever. The response to the Multi-Currency Valuation Report has been overwhelmingly positive, and we are pleased to see that so many investors are making use of this feature. Similarly, we are always working to support new brokers and make it easier for investors to track their shares with Sharesight, which has led us to add support for 23 additional brokers since the beginning of the year," says Doug.

"We also have some very exciting updates planned for 2021 that will make Sharesight an even more powerful solution for global investors, so be sure to watch this space to find out more."

Looking forward to the next 250,000

Reaching more than 250,000 global users is an important milestone for us at Sharesight, and we would like to thank all of our loyal users for helping us reach this goal. As an independent and trusted portfolio tracking software, it is our goal to empower our users to become better investors, and we look forward to welcoming new users from around the world.

Why track your investments with Sharesight? Because with Sharesight you can effortlessly track the performance of your investments across multiple brokers and asset classes – all in one place. Sharesight users can also take advantage of the platform’s superior performance and tax reporting designed for the needs of self-directed investors, plus a suite of powerful reports including Performance, Portfolio Diversity, Contribution Analysis and Future Income (upcoming dividends).

So what are you waiting for? If you’re not already using Sharesight, sign up for a free account to start tracking your investments (and tax) today.

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