Latest posts
The ten year gap in financial services technology
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.
Takeaways from Livewire Live
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
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
Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).
How to handle the NAB renounceable rights offer
Follow these instructions and learn how to handle the NAB renouncable rights offer (NAB corporate action) in your Sharesight portfolio.
Announcing Custom Groups
Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.
Sharesight at UNIT
OnMarket Bookbuilds invited us to participate in a panel discussion held by UNIT, the University Network for Investing and Trading at the UNSW campus in Sydney.
How to handle the Macquarie Group / Sydney Airport reconstruction
Follow these instructions and learn how to handle the Macquarie Group / Sydney Airport Reconstruction in your Sharesight portfolio.
We're looking for marketing superstars
We're looking for a Marketing Coordinator and an Analytical Marketing Manager to help grow Sharesight's investment portfolio tracking & reporting system.
How to handle the M2 Vocus merger to account for CGT
Follow our step-by-step instructions and learn how to handle the M2 Vocus merger / corporate action in your Sharesight investment portfolio(s).
Sharesight Pro portfolio search tool
We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.
How to confirm your trades with the Contract Notes Inbox
The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.