Blog

Latest posts

featured - Sharesight API

Power your business with the Sharesight API

by Doug Morris | Feb 26th 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!

featured - 2016

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.

Laptop & Calculator - featured

How much money can Sharesight save you?

by Doug Morris | Oct 26th 2016

Find out how Sharesight can save you over 59% on admin-related investing costs, compared to attempting to track everything in a spreadsheet.

Simply Wall St. + Sharesight - featured

Visualise your portfolio with Sharesight and Simply Wall St

by Doug Morris | Sep 27th 2016

Simply Wall St customers can import their Sharesight portfolios in just a few clicks, allowing them to easily visualise their share holdings.

Missing Dividends - featured

Where to find the "missing dividends" on your performance report

by Emma van der Maas | Aug 30th 2016

Learn the difference between our tax and performance reports and where to find any "missing dividends" not appearing on your Performance Report.

Madrid, Milan, Bombay, India markets - featured

Track Madrid, Milan, Bombay & India stock markets

by Angela Thompson | Aug 25th 2016

We've added support for BIT, BME, BSE, and NSE, so you can now track Madrid, Milan, Bombay & India stock markets within your Sharesight portfolio(s).

DRP residual balances - featured

How to track DRP residual balances

by Angela Thompson | Aug 24th 2016

Our dividend reinvestment plan feature lets you automatically track the DRP residual balances that can occur with some DRPs.

Canadian Capital Gains Tax Report - featured

Canadian Capital Gains Tax Report

by Doug Morris | Aug 9th 2016

Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

Add New Holdings Search Tool - featured

Enhanced investment search tool

by Angela Thompson | Jul 28th 2016

Our new and improved investment search tool allows you to search on any listed company or ticker code without first specifying its market or country.