Contract Notes - Featured
Investing tips | Product features

Portfolio Setup Tip #3: Automatic Contract Note Processing

by Doug Morris | Jan 23rd 2014

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

Opening Balances - featured
Product features

Portfolio set up tips: Bulk upload opening balances

by Doug Morris | Jan 16th 2014

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).

Opening Balances - Manual - featured
Product features

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

by Doug Morris | Jan 13th 2014

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 Hero - featured (1200x630)
Product features

New feature: Carry forward loss

by Doug Morris | Dec 17th 2013

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

Sharesight Hero - featured (1200x630)
Product features

Portfolio sharing is caring

by Doug Morris | Dec 3rd 2013

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

Sharesight + Xero - Featured
Product features

Sharesight’s beautiful Xero integration

by Doug Morris | Nov 18th 2013

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

Sharesight + Xero - Featured
News

Greetings from the Sydney Xero Roadshow

by Doug Morris | Nov 5th 2013

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

Sharesight + Xero - Featured
News

Greetings from the Perth Xero Roadshow

by Doug Morris | Oct 30th 2013

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

Sharesight + Xero - Featured
News

Greetings from the Melbourne Xero Roadshow

by Doug Morris | Oct 24th 2013

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

Sharesight + Xero - Featured
News

Greetings from the Brisbane Xero Roadshow

by Doug Morris | Oct 17th 2013

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

Sharesight + Xero - Featured
News

Sharesight along for the Xero Roadshow | October 2013

by Doug Morris | Oct 11th 2013

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!

featured - Sharesight Pro
News

What’s in a logo?

by Doug Morris | Oct 8th 2013

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

Sharesight + Xero - Featured
News

Letting the dust settle on Xerocon 2013

by Doug Morris | Sep 24th 2013

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

Sharesight Hero - featured (1200x630)
Investing tips

The high price of investment access

by Doug Morris | Sep 17th 2013

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.

Sharesight + Xero - Featured
Product features

Handling cash investments with Sharesight

by Doug Morris | Sep 10th 2013

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

Sharesight Hero - featured (1200x630)
Investing tips

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

by Andrew Bird | Sep 3rd 2013

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".

Sharesight Hero - featured (1200x630)
Investing tips

Tip # 16 - Share management for SMSFs

by Andrew Bird | Aug 27th 2013

Every week we post a tip that we hope will help you become a successful share market investor. This week's tip: Share management for SMSFs.

Sharesight + Xero - Featured
News

Sharesight at Xerocon Sydney Elevate Conference | 28-30 August 2013

by Doug Morris | Aug 27th 2013

We're looking forward to exibiting at, and meeting existing and new Sharesight Pro partners at Xero's next conference: Xerocon Sydney Elevate 2013.