Blog

Latest posts

AUNZ managed funds (1)

Track over 12,000 AU/NZ managed funds with Sharesight

by Stephanie Stefanovic | Nov 14th 2021

With Sharesight, investors can track the price and performance of over 12,000 Australian managed funds and mFunds, plus more than 700 New Zealand funds.

Sharesight Diversiview

Diversiview by LENSELL integrates with Sharesight

by Dr Laura Rusu | Nov 11th 2021

Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios' health, diversification and risk & return positions.

Sharesight Release Notes October 2021

Sharesight release notes - October 2021

by Scott Ryburn | Nov 9th 2021

In October our new Multi-Period Report went live for Expert plan and Pro users. We also shipped a major update to our Interactive Brokers (IB) integration.

Mutual funds vs. ETFs Canada (2)

Mutual Funds vs. ETFs in Canada

by Stephanie Stefanovic | Nov 9th 2021

In this blog we’ll explore how mutual funds and ETFs differ, and what you need to look out for if you’re a Canadian looking to invest.

4 ways to reduce your investment risk 3

4 ways to reduce your investment risk

by Bessie Hassan | Nov 8th 2021

If the thought of potentially losing the money you invest scares you (you’re not alone), don't reject investing entirely, here's how to reduce investment risks.

ProductRex Sharesight

Easily prepare SoAs by connecting Sharesight and ProductRex

by Stephanie Stefanovic | Nov 5th 2021

ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.

Firstlinks Sharesight

Get Firstlinks insights within Sharesight

by Stephanie Stefanovic | Nov 2nd 2021

We've partnered with Firstlinks (formerly Cuffelinks) to bring you the latest ASX investing insights directly into your Sharesight portfolio.

Q&A with Philippa O-Mara (1)

Q&A with Philippa O'Mara of Engine Room Chartered Accountants

by Angela Thompson | Oct 31st 2021

We asked Philippa O'Mara about her role at Engine Room Chartered Accountants, and how they use Sharesight to track their clients' investment portfolios.

Stock Transfer Agent USA

What is a stock transfer agent?

by David Olsen | Oct 29th 2021

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.

Top20 NZX monthly October21

Top 20 NZX trades by Sharesight users – October 2021

by Stephanie Stefanovic | Oct 28th 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.

Stropro Sharesight

Track your Stropro alternative investments using Sharesight

by Ben Streater | Oct 27th 2021

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 NASDAQ + NYSE+AMEX month October21

Top 20 trades in US stocks by Sharesight users – October 2021

by Stephanie Stefanovic | Oct 27th 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.