Blog

Latest posts

Heart Calculator - featured

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

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

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

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

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

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".

Sharesight + Xero - Featured

Xero Cashbook now available via Sharesight

by Doug Morris | Sep 18th 2014

Xero Cashbook is now available as an add-on to Sharesight. Push your trade buys, sells and dividends to Xero, and see your cash balances within Sharesight.

Sharesight Xero Award Winner - featured

Xero award winners roundtable

by Doug Morris | Sep 16th 2014

Learn what it takes to be a leading Xero Add-On: Watch the Xero Award Winners Roundtable video hosted by Add-On Success.

Lulu - featured

Clients, have your say - Introducing Lulu

by Angela Thompson | Sep 11th 2014

Introducing Lulu Ye, Sharesight's new Client Experience Specialist, who will be focused on supporting Sharesight Retaila and professional plan clients.

charting improvements - featured

New feature: Charting improvements

by Doug Morris | Sep 9th 2014

We've made some big charting improvements to the Sharesight Portfolio Overview page, including the ability to view your holdings according to their market.

Platform - featured

Thoughts on (sports media) platforms

by Doug Morris | Sep 5th 2014

Our thoughts on (sports media) platforms - sports-media is one of the only examples where financial services enjoy more rapid disruption.

Xerocon Australia 2014 - featured

If you build it, they will come: Xerocon Australia 2014

by Doug Morris | Sep 1st 2014

Our wrap-up of Xerocon Australia 2014: our fifth Xerocon and Xero's largest conference to date with over 1,300 attendees and 80 exhibitors.