Latest posts
Sharesight release notes - July 2021
In July, we have been beavering away on a new multi-period performance report, which is now available to Expert plan users who have enabled beta features.
Benefits of Sharesight's professional plan vs WRAP platforms
Sharesight provides a low-cost alternative to WRAP platforms with advantages for advisors and their clients including easy data aggregation and reporting.
Why share registries aren't enough
Investors often think they're seeing their whole portfolio picture by logging into their share registry. This is simply not the case.
Track your Bell Potter portfolio with Sharesight
Australian investors trading with Bell Potter can automatically import trades in stocks and ETFs to their Sharesight portfolio.
Why do financial advisers use Sharesight Pro?
Why do financial advisers use Sharesight Pro? We discuss four key reasons: Client demand, client access, cost-effectiveness and complete visibility.
Easily track US stocks with Sharesight
Sharesight users can easily track their investments in US stocks, with intraday pricing for key US markets and support for a range of leading US brokers.
Top 20 NZX trades by Sharesight users – July 2021
Welcome to the July 2021 edition of Sharesight’s monthly NZX trading snapshot, where we look at Sharesight users' top 20 trades on the NZX.
Top 20 trades in US stocks by Sharesight users – July 2021
Welcome to the July 2021 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades on the NASDAQ, NYSE and AMEX.
Top 20 ASX trades by Sharesight users – July 2021
Welcome to the July 2021 edition of Sharesight’s monthly ASX trading snapshot, where we look at Sharesight users' top 20 ASX trades during the month.
Automatically track IG Markets trades with Sharesight
Investors trading with global broker IG Markets can automatically import trades in stocks and ETFs to their Sharesight portfolio.
How a Swiss accountant uses Sharesight to track global portfolios
We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight to track clients’ global investment portfolios.
Calculate your investment portfolio diversification with Sharesight
Sharesight’s diversity report makes it easy for investors to determine their asset allocation and rebalance their portfolio as needed.