Blog

Australians (and New Zealanders) trading US stocks with Stake can import their trading history, plus easily sync future trades to their Sharesight portfolios.

Welcome to the May 2021 edition of the Sharesight20NZX monthly trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Welcome to the May 2021 edition of the Sharesight20USA monthly trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Welcome to the May 2021 edition of the Sharesight20ASX monthly trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

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.

Learn how Sharesight’s Australian tax features not only help investors complete their tax return, but also save investors time and money at tax time.

Keep reading to learn more about the benefits of diversification, different diversification strategies and how to track your diversification with Sharesight.

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.

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight Pro to manage his clients’ investment trusts.

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

We are excited to announce that there are now more than 250,000 empowered investors in 106 countries tracking over 3 million holdings with Sharesight.

To help you protect your account, Sharesight supports an additional layer of security called two-factor authentication (2FA).

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio tax record-keeping with Sharesight.

This month we officially released our new Multi-Currency Valuation Report to all of our Expert plan users. We also added support for three new brokers.

Find out how Sharesight’s comprehensive investor tax reports (built according to NZ IRD rules) can save you both time and money this tax season.

Sharesight is pleased to announce that we have been named a finalist in the Excellence in Wealth Management category of FinTech Australia’s 2021 Finnies Awards.