Blog

Announcing a new partner — Bank of Queensland

Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.

Making the most out of your Sharesight subscription at EOFY

Take advantage of the specific tax reporting features within Sharesight that will save you time, money and admin-related headaches this EOFY.

Asset allocation reporting in Sharesight

Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).

Announcing Custom Groups

Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.

Sharesight Pro portfolio search tool

We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.

How to confirm your trades with the Contract Notes Inbox

The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.

Get Livewire market insights within your portfolio

We're pleased to announce that we've partnered with Livewire to bring their exclusive market insights directly into your Sharesight portfolio.

Updated industry classification data

Organise your portfolio holdings according to the industry classification data provided by FactSet's global security classification scheme.

Open Sharesight reports directly in Google Sheets

Our latest enhancement lets you open and save your Sharesight investment portfolio performance and tax reports directly in Google Sheets (Google Drive).

Performance & tax reports now in XLSX format

Sharesight performance & tax reports are now in XLSX format, so they can be opened in multiple spreadsheet applications - including free platforms.

Track the Swiss & Tokyo stock exchanges

We've expanded our global markets coverage so investors may now use Sharesight to track the Swiss & Tokyo stock exchanges.

Auto-track your Suncorp trades

Sharesight makes it easy to auto-track your Suncorp trades - simply forward contract notes to your portfolio via the Trade Confirmation Emails feature.