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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.

Sharesight PocketSmith Net Wealth

Get net wealth insights with PocketSmith and Sharesight

by Stephanie Stefanovic | Oct 26th 2021

By connecting Sharesight and PocketSmith, investors can automatically sync the value of their Sharesight portfolios & gain net wealth insights with PocketSmith.

Top20 ASX monthly October21

Top 20 ASX trades by Sharesight users – October 2021

by Stephanie Stefanovic | Oct 26th 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

Time-Weighted vs Money-Weighted Rates of Return

by David Olsen | Oct 22nd 2021

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 ETFs

How to track exchange-traded funds (ETFs)

by David Olsen | Oct 20th 2021

Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.

REITs

What is a real estate investment trust (REIT)?

by David Olsen | Oct 13th 2021

REITs offer investors an alternative to direct property investing by offering exposure to the property market through a listed investment vehicle.

Open-Ended Investment Company (OEIC)

What is an Open-Ended Investment Company (OEIC)?

by David Olsen | Oct 7th 2021

Open-Ended Investment Companies or OEICs are investment vehicles established as companies that are similar to both Unit Trusts and Exchange Traded Funds (ETFs).