Scope Accounting Sharesight case study
Partner News

Why one accountant switched from Excel to Sharesight Pro

by Stephanie Stefanovic | Aug 25th 2021

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.

HMT case study Sharesight
Partner News

How a Swiss accountant uses Sharesight Pro to track global portfolios

by Stephanie Stefanovic | Jul 23rd 2021

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

EGU case study feature image
Partner News

How financial advisers meet AFSL requirements with Sharesight Pro

by Stephanie Stefanovic | Jun 8th 2021

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 shop for shares sharesight
Sharesight Features & Tips | Partner News

Stake clients can easily track trades using Sharesight

by David Olsen | May 25th 2021

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

Ryan Jones Jones Louros Sharesight Pro
Partner News

How one financial adviser uses Sharesight Pro

by Stephanie Stefanovic | May 19th 2021

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
Partner News

Pearler integrates with the Sharesight API

by Kurt Walkom | May 6th 2021

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

Marketech Sharesight
Partner News

Why investors should connect Marketech Focus and Sharesight

by Travis Clark | Mar 9th 2021

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

ASX Australian Investor Study
Sharesight Features & Tips | Partner News

Top insights from the ASX Australian Investor Study 2020

by Anastasia Anagnostakos | Nov 10th 2020

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.

image 0 fiftyonecapital
Partner News

Q&A with Sharesight partner Fiftyone Capital

by Stephanie Stefanovic | Oct 8th 2020

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 net work tracking sharesight
Partner News

nutworth - stay in control with net worth tracking

by Tapio Saarinen | Jul 28th 2020

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

Sharesight Australian Shareholders Association
Partner News

Sharesight partners with the Australian Shareholders' Association

by Prashant Mohan | May 18th 2020

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

Sharesight partners with Hatch
Partner News

Sharesight partners with Hatch

by David Olsen | May 7th 2020

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

ASX mFund distribution data now available in Sharesight
Partner News | Sharesight Features & Tips

ASX mFund distribution data now available in Sharesight

by Prashant Mohan | Mar 11th 2020

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.

featured livewire-sharesight
Partner News

Track Livewire's most tipped stocks for 2020

by Prashant Mohan | Feb 6th 2020

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.

What is quantitative-value investing
Partner News

What is quantitative-value investing?

by Tom Wigley | Jan 29th 2020

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

Look beyond company guidance for opportunities
Partner News

Look beyond company guidance for opportunities

by Simon Angelo | Oct 9th 2019

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.

peer to peer lending
Investing Tips | Partner News

What is peer-to-peer lending?

by Daniel Foggo | Sep 26th 2019

Broadly speaking, peer-to-peer lending uses technology to create an online marketplace that matches borrowers with investors.

Investing solutions for the global investor event (1)
Partner News | News | Sharesight Features & Tips

Investing solutions for the global investor: Event wrap-up

by David Olsen | Sep 11th 2019

How should investors go about increasing their exposure to international markets? At this Sharesight and Saxo Markets event, investors learned this and more.