Investor Tech Achieving financial wellness
Partner News

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.

Constructing a diversified portfolio
Partner News

Investment strategy: Portfolio construction and diversification

by Apoorva Pokharna | Oct 10th 2022

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 Investor-Tech
Partner News

Understanding the market: Investment research, advice and analysis

by Apoorva Pokharna | Sep 28th 2022

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 Life Sherpa and Sharesight
Partner News

Connect Sharesight and Life Sherpa for affordable financial advice

by Stephanie Stefanovic | Sep 28th 2022

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.

CMC Markets Sharesight tax and performance reporting
Partner News

How CMC Markets uses Sharesight to deliver tax and portfolio reporting

by Diana Ioppolo | Aug 31st 2022

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.

navigating market volatility
Investing Tips | Partner News

How to navigate market volatility with Sharesight and Stockfox

by Stephanie Stefanovic | Aug 23rd 2022

Learn how to navigate volatile markets by connecting Sharesight's portfolio tracker with share market advice app, Stockfox.

Tracking your portfolio in a market correction2
Investing Tips | Partner News

Market corrections: Tracking your portfolio when stocks are down

by Stephanie Stefanovic | Aug 10th 2022

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.

Sharesight Pearler Leveraging market volatility
Partner News

Leveraging volatility for better investment decisions

by Stephanie Stefanovic | Jun 16th 2022

In this webinar, Sharesight and Pearler discuss how investors can navigate a volatile market while still reaching their financial goals.

How NZSA boosted engagement
Partner News

How NZSA boosted engagement using Sharesight to build a trading game

by Diana Ioppolo | May 18th 2022

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 (1)
Partner News

What’s driving investors: Mind or emotions?

by Dr Laura Rusu | May 2nd 2022

Diversiview analyses Australian investors’ preferences in Q1 2022, with an emphasis on the risks and performance of the Top 20 preferred ASX securities.

Connect Sharesight and Otivo
Partner News

Take control of your finances by connecting Sharesight and Otivo

by Stephanie Stefanovic | Mar 30th 2022

By connecting Sharesight and Otivo, investors can now keep track of all their financial accounts (including their investment portfolio) in one place.

Optimise diversification Diversiview Sharesight
Partner News

How investors can optimise diversification using AI and technology

by Stephanie Stefanovic | Feb 2nd 2022

Sharesight and Diversiview LENSELL discuss how investors and financial advisors can optimise diversification, improve portfolio performance and mitigate risk.

QLD Uni students Sharesight
Partner News

How QLD Uni students used Sharesight to grow their portfolio by 55%

by Stephanie Stefanovic | Jan 31st 2022

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.

Sharesight Sharesies
Partner News

Sharesies investors can sync their trades directly to Sharesight

by Stephanie Stefanovic | Nov 23rd 2021

Investors who use the Sharesies platform can automatically sync trades to their Sharesight portfolio and access award-winning performance and tax reporting.

Sharesight Stockfox
Partner News

Get share market advice by connecting Sharesight to Stockfox

by Stephanie Stefanovic | Nov 21st 2021

By connecting Sharesight and Stockfox, investors can leverage investment advice and stock analysis capabilities of Stockfox with Sharesight’s reporting tools.

Diversiview Sharesight integration
Partner News

Diversiview by LENSELL integrates with Sharesight

by Dr Laura Rusu | Nov 11th 2021

Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios' health, diversification and risk & return positions.

ProductRex Sharesight
Partner News

Easily prepare SoAs by connecting Sharesight and ProductRex

by Stephanie Stefanovic | Nov 5th 2021

ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.

Stropro Sharesight
Partner News

Track your Stropro alternative investments using Sharesight

by Ben Streater | Oct 27th 2021

Stropro has partnered with Sharesight to make it easy to track alternative investment holdings alongside the rest of your portfolio using the Sharesight API.