Blog

Latest posts

What is an ISA

What is an ISA in the UK?

by Stephanie Stefanovic | Sep 6th 2021

Keep reading to learn how ISAs work, including the benefits of investing with an ISA, what you can invest in and why you should track your ISA with Sharesight.

Track investments in over 100 currencies (1)

Track investments in over 100 currencies

by David Olsen | Sep 1st 2021

Sharesight now tracks over 100 currencies, allowing users to track FX holdings and hold investments denominated in a vast range of global currencies.

Top20 NZX monthly Aug21

Top 20 NZX trades by Sharesight users – August 2021

by Stephanie Stefanovic | Aug 30th 2021

Welcome to the August 2021 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 month August21

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

by Stephanie Stefanovic | Aug 30th 2021

Welcome to the August 2021 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks over the month.

Good returns

Good returns start with quality, independent information

by Doug Morris | Aug 27th 2021

Self-directed investors need an automated solution that provides quality, independent information and actionable insights – not just vague stock data.

Top20 ASX monthly Aug21

Top 20 ASX trades by Sharesight users – August 2021

by Stephanie Stefanovic | Aug 27th 2021

Welcome to the August 2021 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Scope Accounting Sharesight case study

Why one accountant switched from Excel to Sharesight

by Stephanie Stefanovic | Aug 25th 2021

In this Q&A we talk with Chris Wheatley, Director of Queensland-based firm Scope Accounting, about why accountants should switch from Excel to Sharesight.

Sharesight global market support

Track stocks on over 60 global exchanges with Sharesight

by Stephanie Stefanovic | Aug 23rd 2021

With Sharesight, investors can track more than 240,000 stocks, ETFs and funds on over 60 leading global stock exchanges.

Sharesight Release Notes July 2021

Sharesight release notes - July 2021

by Scott Ryburn | Aug 12th 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.

Sharesight vs WRAP platforms 2

Benefits of Sharesight's business plan vs. WRAP platforms

by Stephanie Stefanovic | Aug 9th 2021

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

Why share registries aren't enough

by Doug Morris | Aug 10th 2021

Investors often think they're seeing their whole portfolio picture by logging into their share registry. This is simply not the case.

Automatically track Bell Potter trades

Track your Bell Potter portfolio with Sharesight

by Stephanie Stefanovic | Aug 5th 2021

Australian investors trading with Bell Potter can automatically import trades in stocks and ETFs to their Sharesight portfolio.