Stake clients can now easily track trades using Sharesight
Australians trading US stocks with Stake can now import their full trading history, plus easily sync future trades to their Sharesight portfolios.
Blog
Topic: Partner News
Q&A with Margaret Holmes of Engine Room Chartered Accountants
We asked Margaret Holmes about her role at Engine Room Chartered Accountants, and how they use Sharesight to track their clients’ investment portfolios.
Announcing the NZSA Share Game 2019
The New Zealand Shareholder Association have launched an online share picking competition that leverages Sharesight to track participant portfolios.
Forwardcaster integrates with Sharesight API
Forwardcaster is now able to offer investors the ability to track and monitor their equity investment strategies linked to their Sharesight portfolios.
Q&A with Ryan Merrett of Tribeca Financial
We asked Ryan Merrett about his role at Tribeca Financial and how they use Sharesight to monitor their clients’ portfolios.
Sharesight CEO a panelist at Computershare ETF Forum
Sharesight CEO Doug Morris was a panelist at Computershare’s ETF Forum, talking ETFs, share registries, and the emerging fintech ecosystem for investors.
ASX IPOs in 2018 averaged 8% return 1 month after listing
Despite some reports about the death of IPOs, analysis reveals opportunities for investors to reap significant returns from a simple and systemic approach.
Sharesight: The Xero add-on for investment portfolios
When linked to Xero, Sharesight provides a seamless solution between investment portfolio management and accounting. Here’s how.
15 Sharesight Pro Partners in AFR Top Accounting Firms list
15 Sharesight Pro partners have been recognised in the Australian Financial Review 2018 list of Australia’s “Top 100 Accounting Firms”.
Sharesight + Macrovue event: investing in the global economy
The teams from Sharesight and Macrovue joined forces in Sydney for a special “lunch & learn” event to dicuss their views on “investing in the global economy”.
Sharesight + myprosperity webinar
Sharesight joined forces with our newest integration partner, myprosperity, to present our first joint webinar on the 21st century financial experience.
Sharesight at the BDO National Business Services Conference
Sharesight recently had the privilege of attending and sponsoring the 2018 BDO National Business Services Conference on the Gold Coast.
See you at the 2018 NZSA Investor Conference and AGM
Join Sharesight at the 2018 NZSA Investor Conference and AGM, which is being held Saturday 18 August at Ellerslie Event Centre in Auckland NZ.
Sharesight data now available in myprosperity
myprosperity has partnered with Sharesight to offer their clients the ability to view their investment data within the myprosperity wealth portal.
How Affluence Funds Management uses Sharesight
Affluence Funds Management uses Sharesight to assist in tracking both the performance and tax positions for managed funds and LICs.
Q&A with new Sharesight partner Balance Impact
We asked CEO & founder Emily Martin to tell us about Balance Impact and how they’re using Sharesight to monitor their ethical investment portfolios.