Latest posts
Xerocon Auckland 2014: from sheep to shares
Our wrap-up of Xerocon Auckland 2014, Xero's accounting conference which took place in Auckland New Zealand in February 2014.
Why on earth are we blogging about wearable technology?
In our latest thought leaedership article, we muse on how Sharesight has a lot of the same benefits as wearable technology like Fitbit.
A new partnership with CMC Markets
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.
Portfolio Setup Tip #3: Automatic Contract Note Processing
The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.
Portfolio set up tips: Bulk upload opening balances
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).
Portfolio setup tip #1: opening balances (manual entry) are your best friend
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.
New feature: Carry forward loss
Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.
Portfolio sharing is caring
Learn about Sharesight's professional plan features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.
Sharesight’s beautiful Xero integration
Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.
Greetings from the Sydney Xero Roadshow
Greetings from the Sydney Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Perth Xero Roadshow
Greetings from the Perth Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Melbourne Xero Roadshow
Greetings from the Melbourne Xero Roadshow. Learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.