Blog | Product features
Price alerts & weekly portfolio performance emails
by Marcus Baguley, Principal Consultant, Abletech | Dec 21st 2007
As you have requested... By simply enabling portfolio alerts you will be:
- Emailed a weekly report showing how well your portfolio has performed over the past week
- Emailed if any share within your portfolio is rising (or falling) by 5% or more
- Emailed any new corporate events for any instrument that you hold within your portfolio
Case studies
How Sharesight helps advisors track net worth and simplify compliance
by Stephanie Stefanovic | Jul 19th 2024
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Product features
Automatically track Swissquote trades with Sharesight
by Stephanie Stefanovic | Jul 18th 2024
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Investing tips
Dividends vs. share buybacks: Which is better for investors?
by Stephanie Stefanovic | Jul 17th 2024
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.