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
InstructAnt Sharesight AdviserLogic testimonial2
Case studies

How InstructAnt improves client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

Australian ETF components 2022-2023
Product features

Australian ETF distribution components now available for FY22/23

by Stephanie Stefanovic | Sep 10th 2023

Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.

Sharesight product updates September 2023
Product updates

Sharesight product updates – September 2023

by Ben Clendon | Sep 8th 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.