Easily prepare SoAs by connecting Sharesight and ProductRex
ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.
Q&A with Philippa O'Mara of Engine Room Chartered Accountants
We asked Philippa O'Mara about her role at Engine Room Chartered Accountants, and how they use Sharesight to track their clients' investment portfolios.
What is a stock transfer agent?
A stock transfer agent acts as the official record keeper for publicly traded companies to track the individuals/entities that own stocks or bonds in a company.
Top 20 NZX trades by Sharesight users – October 2021
Welcome to the October 2021 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.
Track your Stropro alternative investments using Sharesight
Stropro has partnered with Sharesight to make it easy to track alternative investment holdings alongside the rest of your portfolio using the Sharesight API.
Top 20 trades in US stocks by Sharesight users – October 2021
Welcome to the October 2021 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.
Get net wealth insights with PocketSmith and Sharesight
By connecting Sharesight and PocketSmith, investors can automatically sync the value of their Sharesight portfolios & gain net wealth insights with PocketSmith.
Top 20 ASX trades by Sharesight users – October 2021
Welcome to the October 2021 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.
Time-Weighted vs Money-Weighted Rates of Return
We often get asked the difference between time-weighted versus money-weighted returns when calculating portfolio performance. Let's dive into the differences.
How to track exchange-traded funds (ETFs)
Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.
What is a real estate investment trust (REIT)?
REITs offer investors an alternative to direct property investing by offering exposure to the property market through a listed investment vehicle.
What is an Open-Ended Investment Company (OEIC)?
Open-Ended Investment Companies or OEICs are investment vehicles established as companies that are similar to both Unit Trusts and Exchange Traded Funds (ETFs).