Financial wellness: Personal finance and cash management
In this video of our series "Investment Technology Journey for Self-directed Investors", we discuss the impact of cash management on future financial success.
Investment strategy: Portfolio construction and diversification
In this second video of our series "Investment Technology Journey for Self-directed Investors", we explain what a diversified portfolio might look like.
Understanding the market: Investment research, advice and analysis
Along with some of our partners, we discuss current market conditions and how technology can assist investors in making more informed and strategic decisions.
Connect Sharesight and Life Sherpa for affordable financial advice
Life Sherpa has integrated with the Sharesight API, creating a superior solution that allows investors to see all of their financial assets in one place.
How CMC Markets uses Sharesight to deliver tax and portfolio reporting
We talk to CMC Markets about why they built to the Sharesight API and how the partnership helps CMC provide customers with tax and portfolio reporting.
How to navigate market volatility with Sharesight and Stockfox
Learn how to navigate volatile markets by connecting Sharesight's portfolio tracker with share market advice app, Stockfox.
Market corrections: Tracking your portfolio when stocks are down
We look at the impact of the 2022 market correction on Australian investors' assets, using data from our partner Otivo, as well as from Sharesight's userbase.
Leveraging volatility for better investment decisions
In this webinar, Sharesight and Pearler discuss how investors can navigate a volatile market while still reaching their financial goals.
How NZSA boosted engagement using Sharesight to build a trading game
We talk to Martin Dowse from the New Zealand Shareholders' Association (NZSA) about how he used Sharesight's API to build a share trading game for investors.
What’s driving investors: Mind or emotions?
Diversiview analyses Australian investors’ preferences in Q1 2022, with an emphasis on the risks and performance of the Top 20 preferred ASX securities.
Take control of your finances by connecting Sharesight and Otivo
By connecting Sharesight and Otivo, investors can now keep track of all their financial accounts (including their investment portfolio) in one place.
How investors can optimise diversification using AI and technology
Sharesight and Diversiview LENSELL discuss how investors and financial advisors can optimise diversification, improve portfolio performance and mitigate risk.
How QLD Uni students used Sharesight to grow their portfolio by 55%
Students from The University of Queensland have been using Sharesight to help grow their Student Managed Investment Fund (SMIF) by 55% over the past 3 years.
Sharesies investors can sync their trades directly to Sharesight
Investors who use the Sharesies platform can automatically sync trades to their Sharesight portfolio and access award-winning performance and tax reporting.
Get share market advice by connecting Sharesight to Stockfox
By connecting Sharesight and Stockfox, investors can leverage investment advice and stock analysis capabilities of Stockfox with Sharesight’s reporting tools.
Diversiview by LENSELL integrates with Sharesight
Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios' health, diversification and risk & return positions.
Easily prepare SoAs by connecting Sharesight and ProductRex
ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.
Track your Stropro alternative investments using Sharesight
Stropro has partnered with Sharesight to make it easy to track alternative investment holdings alongside the rest of your portfolio using the Sharesight API.