Blog

If you missed the Self-Directed Investor Fintech Expo hosted by AWI Ventures & ASX back in November, you can check out the videos from the day.

Sharesight Executive Director Andrew Bird on how technology is coming to the rescue for investors looking for choice (Source: December ASX newsletter).

Join us at the 2015 Xero Roadshow taking place throughout Australia in February, and see our beautiful Sharesight + Xero integration first-hand.

Aussie managed funds often contain the same shares as the index. So why would investors continue to pay expensive management fees?

Watch our short video and learn the story behind Sharesight, the portfolio management system built by investors, for investors.

Our Silver Xero Partner & Certified Advisor status demonstrates our commitment to building the most comprehensive portfolio admin & performance tracking tool.

We thought we’d take the time to highlight Sharesight’s significant accomplishments in 2014 - and what a year it’s been!

Last week we were given a chance to speak and host a stand at the Self-Directed Investor Fintech Expo, hosted by AWI and ASX - here’s our roundup of the event.

Learn how to attach a file in Sharesight, and store files at the holding or trade level within your Sharesight portfolios.

You can now login (or sign up) to Sharesight using your Google account details. It’s a convenient and secure method of accessing your portfolio data.

We did the math on running a bundled vs. unbundled $500,000 portfolio. The savings were so great, they even surprised us.

Rather than looking back at stale information, accountants using Sharesight Pro engage clients in proactive, data-driven discussions.

Our signup trends hint that many investors only think seriously about their portfolios when the markets are down (and by then it’s probably too late).

While no single app will ever be a silver bullet, it’s worth evaluating how a bit of automation can help free up your precious time.

You can now track mFund from ASX holdings within your Sharesight portfolios, and run performance and tax reports just like any tradable security.

Here’s a roundup of recent features and enhancements, including custom groupings, display options, and improved charting.