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 their 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 help 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.
Get net wealth insights with PocketSmith and Sharesight
By connecting Sharesight and PocketSmith, investors can automatically sync the value of their Sharesight portfolios & gain net wealth insights with PocketSmith.
Why one accountant switched from Excel to Sharesight Pro
In this Q&A we talk with Chris Wheatley, Director of Queensland-based firm Scope Accounting, about why accountants should switch from Excel to Sharesight Pro.
How a Swiss accountant uses Sharesight Pro to track international portfolios
We talk to Paul Kümin from HMT Partners about how the Swiss-based accounting consultancy uses Sharesight Pro to track clients’ global investment portfolios.
How financial advisers meet AFSL requirements with Sharesight Pro
We talk to financial advisers Ben Wieland and Ben Widdup from EGU about how Sharesight Pro helps them meet their AFSL needs while improving client experience.
Stake clients can easily track trades using Sharesight
Australians (and New Zealanders) trading with Stake can easily import their trading history, plus easily sync future trades to their Sharesight portfolios.
How one financial adviser uses Sharesight Pro
We talk to Ryan Jones, Partner, Accountant and Financial Adviser at Jones Louros, about how he uses Sharesight Pro to manage his clients’ investment trusts.
Pearler integrates with the Sharesight API
Pearler now integrates with the Sharesight API to send transaction data directly to Sharesight so investors can access advanced performance and tax reporting.
Why investors should connect Marketech Focus and Sharesight
Unlock the ultimate solution for investing, trading insights and performance tracking by connecting your Marketech Focus account with Sharesight.