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 global 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.
Top insights from the ASX Australian Investor Study 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.
Q&A with Sharesight partner Fiftyone Capital
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 - stay in control with net worth tracking
nutworth joins the growing list of partners in the Sharesight ecosystem that connect to the Sharesight API and create value for investors.
Sharesight partners with the Australian Shareholders' Association
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
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
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.
Track Livewire's most tipped stocks for 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?
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
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.
What is peer-to-peer lending?
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 wrap-up
How should investors go about increasing their exposure to international markets? At this Sharesight and Saxo Markets event, investors learned this and more.