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How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.

Top20 NZX monthly May24

Top 20 NZX trades by Sharesight users – May 2024

by Stephanie Stefanovic | May 31st 2024

Welcome to the May 2024 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 monthly May24

Top 20 trades in US stocks by Sharesight users – May 2024

by Stephanie Stefanovic | May 31st 2024

Welcome to the May 2024 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly May24

Top 20 ASX trades by Sharesight users – May 2024

by Stephanie Stefanovic | May 29th 2024

Welcome to the May 2024 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Tax loss selling for Australian investors

Tax loss selling for Australian investors

by Angela Thompson | May 28th 2024

A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight's unrealised CGT report can help.

EOFY checklist for Australian investors

EOFY checklist for Australian investors

by David Olsen | May 28th 2024

Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.

Fidelity Investments

Track your Fidelity Investments trades in Sharesight

by Stephanie Stefanovic | May 23rd 2024

If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.

Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Product updates May24

Sharesight product updates – May 2024

by Ben Clendon | May 2nd 2024

This month's focus was on expanding our broker support and streamlining the customer onboarding journey, as well as additional reporting and holding functions.

Top20 NZX monthly Apr24

Top 20 NZX trades by Sharesight users – April 2024

by Stephanie Stefanovic | Apr 30th 2024

Welcome to the April 2024 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Top 20 US monthly Apr24

Top 20 trades in US stocks by Sharesight users – April 2024

by Stephanie Stefanovic | Apr 30th 2024

Welcome to the April 2024 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.