Price alerts & weekly portfolio performance emails
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
How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Sharesight product updates – September 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.