
Portfolio Setup Tip #3: Automatic Contract Note Processing
The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.
The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.
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).
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.
Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.
Learn about one of our most popular Sharesight Pro features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.
Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.
Greetings from the Sydney Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Perth Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Melbourne Xero Roadshow. Learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Highlights of the Brisbane Xero Roadshow, including the Xero + Sharesight integration as an ideal (and mission-critical) process for financial advisers.
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!
Announcing the new Sharesight Pro logo + website, with a focus on attracting accountants and financial advisers to our cloud-based portfolio tracking system.
Our wrap-up of Xerocon 2013, Xero’s annual cloud accounting conference which took place at the Australian Technology Park in Sydney, Australia.
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.
Follow our detailed step-by-step instructions and learn how easy it is to track cash investments with Sharesight, and the Xero accounting software.
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”.