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Sharesight release notes February 2022

Sharesight release notes – February 2022

by Scott Ryburn | Mar 8th 2022

In February our main focus was the launch of our revamped plans and pricing, plus added broker support and other technical enhancements.

Sharesight Accountants Guide to Tax Complexity for Investors

The accountant's guide to simplifying tax complexity for investors

by Stephanie Stefanovic | Mar 2nd 2022

The accountant’s guide to simplifying tax complexity for investors discusses how accountants can automate their workflow while adding value for clients.

mergers (1)

How mergers and acquisitions affect your investment performance

by Stephanie Stefanovic | Feb 24th 2022

Sharesight makes it easy for investors to track mergers in their portfolio, simplifying CGT calculations and giving them the full picture of their performance.

Top20 NZX monthly Feb22

Top 20 NZX trades by Sharesight users – February 2022

by Stephanie Stefanovic | Feb 24th 2022

Welcome to the February 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 NASDAQ + NYSE+AMEX Feb22

Top 20 trades in US stocks by Sharesight users – February 2022

by Stephanie Stefanovic | Feb 23rd 2022

Welcome to the February 2022 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly Feb22

Top 20 ASX trades by Sharesight users – February 2022

by Stephanie Stefanovic | Feb 22nd 2022

Welcome to the February 2022 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Zacks Investment Research news Sharesight

Get Zacks Investment Research news in Sharesight

by Stephanie Stefanovic | Feb 16th 2022

Investors can get Zacks Investment Research news directly in their Sharesight portfolio for US stocks, making it easier to make informed investing decisions.

Sharesight release notes January

Sharesight release notes – January 2022

by Scott Ryburn | Feb 14th 2022

To kick off 2022 the Sharesight devevelopment team released a number of small improvements, and continued work on some ongoing projects.

Contribution analysis report

View your portfolio performance with the contribution analysis report

by Prashant Mohan | Feb 11th 2022

Sharesight’s contribution analysis report breaks down the total return of your portfolio by the components that are driving your returns.

Sold securities report

See gains on stocks you've sold with the sold securities report

by Stephanie Stefanovic | Feb 9th 2022

A useful performance evaluation tool, the sold securities report makes it easy for investors to see the money they have made selling stocks, ETFs and funds.

Optimise diversification Diversiview Sharesight

How investors can optimise diversification using AI and technology

by Stephanie Stefanovic | Feb 2nd 2022

Sharesight and Diversiview LENSELL discuss how investors and financial advisors can optimise diversification, improve portfolio performance and mitigate risk.

QLD Uni students Sharesight

How QLD Uni students used Sharesight to grow their portfolio by 55%

by Stephanie Stefanovic | Jan 31st 2022

Students from The University of Queensland have been using Sharesight to help grow their Student Managed Investment Fund (SMIF) by 55% over the past 3 years.