Latest posts

featured - coins - chess

Tax loss selling made easy

by Andrew Bird | Jun 6th 2017

Lower your capital gain tax obligations by taking advantage of tax loss selling (tax harvesting) — Sharesight's Unrealised CGT Report makes it easy.

featured - money - aud

3 ways to save money this EOFY

by Angela Thompson | Jun 2nd 2017

With the Australian end of financial year (EOFY) fast approaching, now is the time to get your portfolio-related tax affairs in order.

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Ode to the spreadsheet

by Doug Morris | May 31st 2017

It's truly amazing how much time people will spend tinkering away on an Excel spreadsheet, even though there are better solutions. We're guilty of it too.

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5 easy steps to get organised at EOFY

by Doug Morris | May 30th 2017

Whether you want to check performance or organise tax information, you’re a lot closer than you think to being a “life admin” all-star this EOFY.

featured - sharesight public portfolios

Announcing Sharesight Public Portfolios

by Doug Morris | May 29th 2017

Sharesight Public Portfolios is a new feature that allows for public access to a portfolio -- Sharesight-lite, if you will.

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New and improved Sharesight Help Documentation website

by Angela Thompson | May 26th 2017

The new Sharesight Help Documentation website features a responsive web design, a dynamic search tool, and regionalised content.

featured - time & Australian money

Introducing 20 minute delayed pricing for ASX holdings

by Angela Thompson | Apr 11th 2017

Today we're pleased to announce 20 minute delayed pricing for holdings listed on the Australian Securities Exchange (ASX).

featured - Sharesight API

Power your business with the Sharesight API

by Doug Morris | Feb 27th 2017

Use the Sharesight API to to extend functionality to your customers, or pull back specific components for your own proprietary use (all behind the scenes).

Featured - NZX

Introducing 20 minute delayed pricing for NZX holdings

by Angela Thompson | Feb 13th 2017

We're pleased to announce 20 minute delayed pricing for holdings listed on the New Zealand stock exchange (NZX). And stay tuned, as ASX is next!

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2016: year in review

by Angela Thompson | Jan 31st 2017

2016 was a busy year for Sharesight! Here’s a recap of the top features, most popular articles, and new strategic partners we joined forces with last year.

Featured - Contribution Analysis Report

Announcing the Contribution Analysis Report

by Doug Morris | Jan 10th 2017

The Contribution Analysis Report explains the drivers behind your portfolio’s performance by clearly identifying significant outperformers and underperformers.

featured - laptop + pencils

Beat the tax time rush — or at least prepare for it

by Josh Rodrigues | Nov 25th 2016

Strengthen client relationships and get a head-start on preparing your clients’ tax returns, before they even make an appointment to see you.