Sharesight + Xero - Featured
News

We are now a Silver Xero Partner & Certified Advisor!

by Angela Thompson | Jan 8th 2015

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

2014 counter - featured
News | Sharesight Features & Tips

2014: year in review

by Angela Thompson | Dec 19th 2014

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

AWI ASX - featured
Industry News

AWI & ASX Fintech Expo - Roundup

by Doug Morris | Dec 2nd 2014

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.

paperclips - featured
Sharesight Features & Tips

How do I attach a file in Sharesight?

by Angela Thompson | Nov 21st 2014

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

Google Login - featured
Sharesight Features & Tips

Login to Sharesight with Google

by Doug Morris | Nov 19th 2014

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.

Unbundling - featured
Investing Tips

What is unbundling and how much can it save me?

by Doug Morris | Nov 10th 2014

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

Heart Calculator - featured
Partner News

Why do accountants love Sharesight?

by Doug Morris | Oct 24th 2014

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

screenshot markets-tumble - featured
Investing Tips

Don't wait until markets tumble to track your investments

by Doug Morris | Oct 22nd 2014

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).

Automation - featured
Investing Tips

What is automation worth to you?

by Doug Morris | Oct 15th 2014

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.

ASX - featured
Sharesight Features & Tips

Announcing mFund from ASX: Now available on Sharesight

by Doug Morris | Oct 2nd 2014

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

Custom Groupings - featured
Sharesight Features & Tips

Custom groupings, display options, more chart improvements

by Doug Morris | Sep 30th 2014

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

Zero Dollar Brokerage - featured
Industry News | Investing Tips

Zero dollar brokerage - too good to be true?

by Doug Morris | Sep 25th 2014

Those who caution against zero brokerage services such as Robinhood perpetuate the fear that investing is scary and best left to "professionals".

Sharesight + Xero - Featured
Sharesight Features & Tips

Xero Cashbook now available via Sharesight

by Doug Morris | Sep 18th 2014

Xero Cashbook is now available as an add-on to Sharesight. Push your trade buys, sells and dividends to Xero, and see your cash balances within Sharesight.

Sharesight Xero Award Winner - featured
News

Xero award winners roundtable

by Doug Morris | Sep 16th 2014

Learn what it takes to be a leading Xero Add-On: Watch the Xero Award Winners Roundtable video hosted by Add-On Success.

Lulu - featured
News

Clients, have your say - Introducing Lulu

by Angela Thompson | Sep 11th 2014

Introducing Lulu Ye, Sharesight's new Client Experience Specialist, who will be focused on supporting Sharesight Retaila and Pro clients.

charting improvements - featured
Sharesight Features & Tips

New feature: Charting improvements

by Doug Morris | Sep 9th 2014

We've made some big charting improvements to the Sharesight Portfolio Overview page, including the ability to view your holdings according to their market.

Platform - featured
Investing Tips

Thoughts on (sports media) platforms

by Doug Morris | Sep 5th 2014

Our thoughts on (sports media) platforms - sports-media is one of the only examples where financial services enjoy more rapid disruption.

Xerocon Australia 2014 - featured
News

If you build it, they will come: Xerocon Australia 2014

by Doug Morris | Sep 1st 2014

Our wrap-up of Xerocon Australia 2014: our fifth Xerocon and Xero's largest conference to date with over 1,300 attendees and 80 exhibitors.