Latest posts

Sharesight + Xero - Featured

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 | Product features

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

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
Product features

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
Product features

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
Product features

Why do accountants love Sharesight?

by Doug Morris | Oct 24th 2014

Rather than looking back at stale information, accountants using Sharesight's professional plan 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
Product features

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
Product features

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
Investing tips | News

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".