Latest posts
Sharesight release notes - October 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 in Canada
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
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.
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.
Get Firstlinks insights within Sharesight
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 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.