Blog

Latest posts

Fitbit - featured

Why on earth are we blogging about wearable technology?

by Doug Morris | Feb 8th 2014

In our latest thought leaedership article, we muse on how Sharesight has a lot of the same benefits as wearable technology like Fitbit.

Sharesight + CMC Stockbroking - featured

A new partnership with CMC Markets

by Doug Morris | Jan 30th 2014

We're excited to announce our new partnership with CMC Markets which provides CMC Premium Traders access to a Sharesight Investor Plan at no cost.

Contract Notes - Featured

Portfolio Setup Tip #3: Automatic Contract Note Processing

by Doug Morris | Jan 23rd 2014

The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.

Opening Balances - featured

Portfolio set up tips: Bulk upload opening balances

by Doug Morris | Jan 16th 2014

Follow our step-by-step instructions and learn how easy it is to import your opening balances via bulk upload into your Sharesight share tracker portfolio(s).

Opening Balances - Manual - featured

Portfolio setup tip #1: opening balances (manual entry) are your best friend

by Doug Morris | Jan 13th 2014

Follow our step-by-step instructions and learn how easy it is to upload your opening balances to your Sharesight investment tracker via manual entry.

Sharesight Hero - featured (1200x630)

New feature: Carry forward loss

by Doug Morris | Dec 17th 2013

Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.

Sharesight Hero - featured (1200x630)

Portfolio sharing is caring

by Doug Morris | Dec 3rd 2013

Learn about Sharesight's professional plan features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.

Sharesight + Xero - Featured

Sharesight’s beautiful Xero integration

by Doug Morris | Nov 18th 2013

Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.

Sharesight + Xero - Featured

Greetings from the Sydney Xero Roadshow

by Doug Morris | Nov 5th 2013

Greetings from the Sydney Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.

Sharesight + Xero - Featured

Greetings from the Perth Xero Roadshow

by Doug Morris | Oct 30th 2013

Greetings from the Perth Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.

Sharesight + Xero - Featured

Greetings from the Melbourne Xero Roadshow

by Doug Morris | Oct 24th 2013

Greetings from the Melbourne Xero Roadshow. Learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.

Sharesight + Xero - Featured

Greetings from the Brisbane Xero Roadshow

by Doug Morris | Oct 17th 2013

Highlights of the Brisbane Xero Roadshow, including the Xero + Sharesight integration as an ideal (and mission-critical) process for financial advisers.