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Latest posts

Interpreting portfolio performance - featured

3 reasons why your return figures may seem incorrect

by Emma van der Maas | Jul 19th 2016

Learn the 3 factors that affect portfolio performance return figures – including date range, open+closed positions, and annualised returns.

Michael Hill restructure

How to handle the Michael Hill restructure

by Corporate Actions Desk | Jul 15th 2016

Follow our step-by-step instructions and learn how to handle the Michael Hill restructure in your Sharesight portfolio(s).

Stride Investore restructure - featured

How to handle the Stride Investore restructure

by Corporate Actions Desk | Jul 14th 2016

Keep-up with Sharesight: cutting-edge cloud-based online portfolio management software for shareholders, DIY investors, accountants and financial advisors.

FIF Report - Featured

How to calculate your 2016 FIF income

by Angela Thompson | Jun 17th 2016

Calculate your 2016 IRD FIF income with our comprehensive FIF report which automatically calculates your peak holding balance & FIF income.

BoQ - Featured

Announcing a new partner — Bank of Queensland

by Doug Morris | Jun 10th 2016

Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.

Livewire Live Portfolio 2016 - Featured

Tracking the fund managers' picks

by Doug Morris | Jun 9th 2016

We've built a portfolio tracking the fund managers' picks from Livewire Live 2015 & 2016, assuming $10,000 invested in each company inclusive of brokerage.

10 year gap - featured

The ten year gap in financial services technology

by Doug Morris | Jun 8th 2016

A recent report by PWC paints a grim picture for professionals on the wrong side of financial services technology - here are our thoughts on the matter.

Livewire Live 2016 - Featured

Takeaways from Livewire Live

by Doug Morris | Jun 6th 2016

Last week, the Sharesight team dropped in at Livewire Live, an investing insights event hosted at the ASX featuring top-notch industry panelists.

Making the most out of your Sharesight subscription at EOFY 2016 - Featured

Making the most out of your Sharesight subscription at EOFY

by Angela Thompson | Jun 3rd 2016

Take advantage of the specific tax reporting features within Sharesight that will save you time, money and admin-related headaches this EOFY.

Asset Allocation Reporting in Sharesight - Featured

Asset allocation reporting in Sharesight

by Doug Morris | May 27th 2016

Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).

NAB renounceable rights offer - featured

How to handle the NAB renounceable rights offer

by Corporate Actions Desk | May 26th 2016

Follow these instructions and learn how to handle the NAB renouncable rights offer (NAB corporate action) in your Sharesight portfolio.

Custom Groups - Featured

Announcing Custom Groups

by Doug Morris | May 23rd 2016

Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.