Track your TFSA with Sharesight

Track your TFSA with Sharesight

by Stephanie Stefanovic | Nov 18th 2021

Canadian investors can easily track their Tax-Free Savings Accounts (TFSAs) in Sharesight, in addition to their non-registered, RRSP, and RRIF accounts.

Track trades 200 global brokers

Automatically track trades from over 200 global brokers

by Stephanie Stefanovic | Nov 16th 2021

Sharesight supports tracking trades from over 200 brokers throughout Australia, New Zealand, the United States, Canada, the United Kingdom, Europe and Asia.

AUNZ managed funds (1)

Track over 12,000 AU/NZ managed funds with Sharesight

by Stephanie Stefanovic | Nov 14th 2021

With Sharesight, investors can track the price and performance of over 12,000 Australian managed funds and mFunds, plus more than 700 New Zealand funds.

Diversiview Sharesight integration

Diversiview by LENSELL integrates with Sharesight

by Dr Laura Rusu | Nov 11th 2021

Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios' health, diversification and risk & return positions.

Sharesight Release Notes October 2021

Sharesight release notes - October 2021

by Scott Ryburn | Nov 9th 2021

In October our new Multi-Period Report went live for Expert plan and Pro users. We also shipped a major update to our Interactive Brokers (IB) integration.

Mutual funds vs. ETFs Canada (2)

Mutual Funds vs. ETFs in Canada

by Stephanie Stefanovic | Nov 9th 2021

In this blog we’ll explore how mutual funds and ETFs differ, and what you need to look out for if you’re a Canadian looking to invest.

4 ways to reduce your investment risk 3

4 ways to reduce your investment risk

by Bessie Hassan | Nov 8th 2021

If the thought of potentially losing the money you invest scares you (you’re not alone), don't reject investing entirely, here's how to reduce investment risks.

ProductRex Sharesight

Easily prepare SoAs by connecting Sharesight and ProductRex

by Stephanie Stefanovic | Nov 5th 2021

ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.

Stock Transfer Agent USA

What is a stock transfer agent?

by David Olsen | Oct 29th 2021

A stock transfer agent acts as the official record keeper for publicly traded companies to track the individuals/entities that own stocks or bonds in a company.

Top20 NZX monthly October21

Top 20 NZX trades by Sharesight users – October 2021

by Stephanie Stefanovic | Oct 28th 2021

Welcome to the October 2021 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Stropro Sharesight

Track your Stropro alternative investments using Sharesight

by Ben Streater | Oct 27th 2021

Stropro has partnered with Sharesight to make it easy to track alternative investment holdings alongside the rest of your portfolio using the Sharesight API.

Top 20 NASDAQ + NYSE+AMEX month October21

Top 20 trades in US stocks by Sharesight users – October 2021

by Stephanie Stefanovic | Oct 27th 2021

Welcome to the October 2021 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Sharesight PocketSmith Net Wealth

Get net wealth insights with PocketSmith and Sharesight

by Stephanie Stefanovic | Oct 26th 2021

By connecting Sharesight and PocketSmith, investors can automatically sync the value of their Sharesight portfolios & gain net wealth insights with PocketSmith.

Top20 ASX monthly October21

Top 20 ASX trades by Sharesight users – October 2021

by Stephanie Stefanovic | Oct 26th 2021

Welcome to the October 2021 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Time or money weighted returns

Time-Weighted vs Money-Weighted Rates of Return

by David Olsen | Oct 22nd 2021

We often get asked the difference between time-weighted versus money-weighted returns when calculating portfolio performance. Let's dive into the differences.

How to track ETFs (1)

How to track exchange-traded funds (ETFs)

by David Olsen | Oct 20th 2021

Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.

Real Estate Invesment Trust (REIT)

What is a real estate investment trust (REIT)?

by David Olsen | Oct 13th 2021

REITs offer investors an alternative to direct property investing by offering exposure to the property market through a listed investment vehicle.

maximise retirement savings

How to maximise your retirement savings

by Doug Morris | Oct 12th 2021

When it comes to building wealth for retirement, the sooner you start, the sooner the magic of compounding kicks in. Here's 3 tips to maximise your nest egg.

Open-Ended Investment Company (OEIC)

What is an Open-Ended Investment Company (OEIC)?

by David Olsen | Oct 7th 2021

Open-Ended Investment Companies or OEICs are investment vehicles established as companies that are similar to both Unit Trusts and Exchange Traded Funds (ETFs).