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Top20 NZX monthly Nov22
Market insights

Top 20 NZX trades by Sharesight users – November 2022

by Stephanie Stefanovic | Nov 30th 2022

Welcome to the November 2022 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Top 20 US monthly Nov22
Market insights

Top 20 trades in US stocks by Sharesight users – November 2022

by Stephanie Stefanovic | Nov 29th 2022

Welcome to the November 2022 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly Nov22
Market insights

Top 20 ASX trades by Sharesight users – November 2022

by Stephanie Stefanovic | Nov 28th 2022

Welcome to the November 2022 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Dividend income
Investing tips

What is dividend income?

by Stephanie Stefanovic | Nov 21st 2022

For some investors, earning dividend income is a key goal. But it's important to understand the tax implications, plus how to automatically track dividends.

Tracking clients- net worth with Sharesight
Case studies

How a family office uses Sharesight to track clients’ net worth

by Diana Ioppolo | Nov 21st 2022

We talk to Steven Kangas, President of Canada-based family office Kangas Consulting, about how he uses Sharesight to get a consolidated view of clients' wealth.

Multi-currency valuation report
Product features

Value your investments in any currency with Sharesight

by David Olsen | Nov 20th 2022

Sharesight’s multi-currency valuation report is built for the needs of investors who invest globally and think in terms of more than one currency.

Inflation and the stock market
Investing tips

How does inflation impact the stock market?

by Stephanie Stefanovic | Nov 14th 2022

It’s important to understand inflation’s impact on the economy and how this can affect the stock market, including which stocks are "inflation-proof".

Release notes-October
Product updates

Sharesight release notes – October 2022

by Ben Clendon | Nov 7th 2022

In October our key priority continued to be our UX and brand updates, including a major update to our colours in preparation for Sharesight's new look.

Investor Tech Achieving financial wellness
Investing tips

Financial wellness: Personal finance and cash management

by Apoorva Pokharna | Nov 6th 2022

In this video of our series "Investment Technology Journey for Self-directed Investors", we discuss the impact of cash management on future financial success.

Sharesight new brand 0
News

We’ve got a new look – Sharesight’s new brand

by Team at Sharesight | Nov 1st 2022

After a year-long effort of collaborating with customers, colleagues and investors, we are excited to unveil Sharesight’s new brand!

Search for holdings across portfolios
Product features

How to search for holdings across your Sharesight portfolios

by Stephanie Stefanovic | Oct 31st 2022

Sharesight users can now search for holdings across all their portfolios – a particularly useful feature for Pro Plan users who are managing client portfolios.

Top20 NZX monthly Oct22
Market insights

Top 20 NZX trades by Sharesight users – October 2022

by Stephanie Stefanovic | Oct 30th 2022

Welcome to the October 2022 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.