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Blog

Contract Notes - Featured

Portfolio Setup Tip #3: Automatic Contract Note Processing

23rd January 2014 by Doug Morris

The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.

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Opening Balances - featured

Portfolio set up tips: Bulk upload opening balances

16th January 2014 by Doug Morris

Follow our step-by-step instructions and learn how easy it is to import your opening balances via bulk upload into your Sharesight share tracker portfolio(s).

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  • Topics

  • Company News (158)
  • Corporate Actions (20)
  • Industry News (73)
  • Investing Tips (285)
  • Partner News (72)
  • Release Notes (41)
  • Sharesight Features & Tips (297)
  • Sharesight20 (286)
  • Thought Leadership (30)
Opening Balances - Manual - featured

Portfolio setup tip #1: opening balances (manual entry) are your best friend

13th January 2014 by Doug Morris

Follow our step-by-step instructions and learn how easy it is to upload your opening balances to your Sharesight investment tracker via manual entry.

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Sharesight Hero - featured (1200x630)

New feature: Carry forward loss

17th December 2013 by Doug Morris

Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.

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Sharesight Hero - featured (1200x630)

Portfolio sharing is caring

3rd December 2013 by Doug Morris

Learn about one of our most popular Sharesight Pro features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.

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Sharesight + Xero - Featured

Sharesight’s beautiful Xero integration

18th November 2013 by Doug Morris

Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.

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Sharesight + Xero - Featured

Greetings from the Sydney Xero Roadshow

5th November 2013 by Doug Morris

Greetings from the Sydney Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.

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Sharesight + Xero - Featured

Greetings from the Perth Xero Roadshow

30th October 2013 by Doug Morris

Greetings from the Perth Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.

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Sharesight + Xero - Featured

Greetings from the Melbourne Xero Roadshow

24th October 2013 by Doug Morris

Greetings from the Melbourne Xero Roadshow. Learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.

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Sharesight + Xero - Featured

Greetings from the Brisbane Xero Roadshow

17th October 2013 by Doug Morris

Highlights of the Brisbane Xero Roadshow, including the Xero + Sharesight integration as an ideal (and mission-critical) process for financial advisers.

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Sharesight + Xero - Featured

Sharesight along for the Xero Roadshow | October 2013

11th October 2013 by Doug Morris

Just as we finally got settled after Xerocon re-engaging and onboarding the hundreds of accountants we met, we’re packing our bags for the Xero Roadshow!

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featured - Sharesight Pro

What’s in a logo?

8th October 2013 by Doug Morris

Announcing the new Sharesight Pro logo + website, with a focus on attracting accountants and financial advisers to our cloud-based portfolio tracking system.

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Sharesight + Xero - Featured

Letting the dust settle on Xerocon 2013

24th September 2013 by Doug Morris

Our wrap-up of Xerocon 2013, Xero’s annual cloud accounting conference which took place at the Australian Technology Park in Sydney, Australia.

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Sharesight Hero - featured (1200x630)

The high price of investment access

17th September 2013 by Doug Morris

Whilst Sharesight can’t reduce the investment access fees you pay to invest, it can help you track these fees & dramatically bring down your admin costs.

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Sharesight + Xero - Featured

Handling cash investments with Sharesight

10th September 2013 by Doug Morris

Follow our detailed step-by-step instructions and learn how easy it is to track cash investments with Sharesight, and the Xero accounting software.

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Sharesight Hero - featured (1200x630)

Tip #17 - Don’t fall prey to “shoebox syndrome”

3rd September 2013 by Andrew Bird

Every week we post a tip that we hope will help you become a successful share market investor This week’s tip: Don’t fall prey to “shoebox syndrome”.

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Older postsNewer posts
  • Topics

  • Company News (158)
  • Corporate Actions (20)
  • Industry News (73)
  • Investing Tips (285)
  • Partner News (72)
  • Release Notes (41)
  • Sharesight Features & Tips (297)
  • Sharesight20 (286)
  • Thought Leadership (30)
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