Topic: Partner News

We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.

We talk to financial advisors Ben Wieland and Ben Widdup from EGU about how Sharesight Pro helps them meet their AFSL needs while improving client experience.

Australians (and New Zealanders) trading US stocks with Stake can import their trading history, plus easily sync future trades to their Sharesight portfolios.

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight Pro to manage his clients’ investment trusts.

Pearler now integrates with the Sharesight API to send transaction data directly to Sharesight so investors can access advanced performance and tax reporting.

Unlock the ultimate solution for investing, trading insights and performance tracking by connecting your Marketech Focus account with Sharesight.

2020 has been an extraordinary year for markets and the ASX Australian Investor Study 2020 (AIS) has picked up on a number of interesting trends for investors.

We talked with Scott Williams, founder of Fiftyone Capital, about how he uses Sharesight for his personal investments and why he recommends it to his clients.

nutworth joins the growing list of partners in the Sharesight ecosystem that connect to the Sharesight API and create value for investors.

Sharesight is excited to be working with the Australian Shareholders’ Association (ASA), an independent NFP that advocates on behalf of retail shareholders.

Investors who trade with Hatch in New Zealand can now connect their Hatch account directly to Sharesight’s award winning portfolio tracker.

Leading New Zealand digital investment platform Hatch has made it easy for investors to sync their full trading history with Sharesight’s portfolio tracker.

We have worked with the ASX to source and display mFund distribution data directly within Sharesight. Making it easy to track all your investments in one place.

We’ve partnered with Livewire again, to help you track their top picks from fund managers as well as the top picks from Livewire readers for 2020.

As its name implies, quantitative-value investing merges mathematical analysis used by quantitative investors with the principles of value investing.

Of course, investor reports, presentations, analyst ratings and so forth are useful. But they’re often tipped in favour of buying the company’s shares.