We are now a Silver Xero Partner & Certified Advisor!
Our Silver Xero Partner & Certified Advisor status demonstrates our commitment to building the most comprehensive portfolio admin & performance tracking tool.
2014: year in review
We thought we'd take the time to highlight Sharesight's significant accomplishments in 2014 - and what a year it's been!
AWI & ASX Fintech Expo - Roundup
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.
How do I attach a file in Sharesight?
Learn how to attach a file in Sharesight, and store files at the holding or trade level within your Sharesight portfolios.
Login to Sharesight with Google
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.
What is unbundling and how much can it save me?
We did the math on running a bundled vs. unbundled $500,000 portfolio. The savings were so great, they even surprised us.
Why do accountants love Sharesight?
Rather than looking back at stale information, accountants using Sharesight Pro engage clients in proactive, data-driven discussions.
Don't wait until markets tumble to track your investments
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).
What is automation worth to you?
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.
Announcing mFund from ASX: Now available on Sharesight
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, display options, more chart improvements
Here's a roundup of recent features and enhancements, including custom groupings, display options, and improved charting.
Zero dollar brokerage - too good to be true?
Those who caution against zero brokerage services such as Robinhood perpetuate the fear that investing is scary and best left to "professionals".
Xero Cashbook now available via Sharesight
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.
Xero award winners roundtable
Learn what it takes to be a leading Xero Add-On: Watch the Xero Award Winners Roundtable video hosted by Add-On Success.
Clients, have your say - Introducing Lulu
Introducing Lulu Ye, Sharesight's new Client Experience Specialist, who will be focused on supporting Sharesight Retaila and Pro clients.
New feature: Charting improvements
We've made some big charting improvements to the Sharesight Portfolio Overview page, including the ability to view your holdings according to their market.
Thoughts on (sports media) platforms
Our thoughts on (sports media) platforms - sports-media is one of the only examples where financial services enjoy more rapid disruption.
If you build it, they will come: Xerocon Australia 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.