Latest posts
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.
Value your investments in any currency with Sharesight
Sharesight’s multi-currency valuation report is built for the needs of investors who invest globally and think in terms of more than one currency.
How does inflation impact the stock market?
It’s important to understand inflation’s impact on the economy and how this can affect the stock market, including which stocks are "inflation-proof".
Sharesight release notes – October 2022
In October our key priority continued to be our UX and brand updates, including a major update to our colours in preparation for Sharesight's new look.
Financial wellness: Personal finance and cash management
In this video of our series "Investment Technology Journey for Self-directed Investors", we discuss the impact of cash management on future financial success.
We’ve got a new look – Sharesight’s new brand
After a year-long effort of collaborating with customers, colleagues and investors, we are excited to unveil Sharesight’s new brand!
How to search for holdings across your Sharesight portfolios
Sharesight users can now search for holdings across all their portfolios – a particularly useful feature for Pro Plan users who are managing client portfolios.
Top 20 NZX trades by Sharesight users – October 2022
Welcome to the October 2022 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.
Top 20 trades in US stocks by Sharesight users – October 2022
Welcome to the October 2022 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.
Top 20 ASX trades by Sharesight users – October 2022
Welcome to the October 2022 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.
Morningstar's 2022 Individual Investor Conference: Key takeaways
We highlight some takeaways from Morningstar's 2022 Conference for Individual Investors, where investors had the opportunity to hear from industry experts.
Active vs. passive investing
What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.