Latest posts

Opening Balances - Manual - featured
Product features

Portfolio setup tip #1: opening balances (manual entry) are your best friend

by Doug Morris | Jan 13th 2014

Follow our step-by-step instructions and learn how easy it is to upload your opening balances to your Sharesight investment tracker via manual entry.

Sharesight Hero - featured (1200x630)
Product features

New feature: Carry forward loss

by Doug Morris | Dec 17th 2013

Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.

Sharesight Hero - featured (1200x630)
Product features

Portfolio sharing is caring

by Doug Morris | Dec 3rd 2013

Learn about one of our most popular Sharesight Pro features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.

Sharesight + Xero - Featured
Product features

Sharesight’s beautiful Xero integration

by Doug Morris | Nov 18th 2013

Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.

Sharesight + Xero - Featured
Product features

Handling cash investments with Sharesight

by Doug Morris | Sep 10th 2013

Follow our detailed step-by-step instructions and learn how easy it is to track cash investments with Sharesight, and the Xero accounting software.

Sharesight Hero - featured (1200x630)
Product features

New Navigation Menu

by Scott Ryburn | May 9th 2013

We've launched a new and improved navigation menu that makes it much quicker and easier for you to navigate around your Sharesight investment portfolio(s).

Featured - Dividend Franking
Product features

Dividend franking & performance

by Andrew Bird | May 3rd 2013

Learn about dividend franking, including how Sharesight automatically tracks it for you, and how it impacts your portfolio performance returns.

Sharesight Hero - featured (1200x630)
Product features

Record your share trades automatically!

by Scott Ryburn | Apr 17th 2013

Data entry, what's that? Learn how to record your share trades automatically with Sharesight, your share portfolio tracker.

Sharesight Hero - featured (1200x630)
Product features

Product update - notes, file attachments, PDF reports

by Scott Ryburn | Apr 26th 2012

Learn about our latest product update, including notes about the shareholding, file attachments, and the ability to download PDF reports.

Sharesight Hero - featured (1200x630)
Product features

Maintaining your share portfolio just got a whole lot easier

by Tony Ryburn | Dec 8th 2011

Automating the recording of your buy and sell trades into your Sharesight portfolio means maintaining your share portfolio just got a whole lot easier.

Sharesight Hero - featured (1200x630)
News | Product features

Sharesight - now your FREE Online Portfolio Manager

by Scott Ryburn | Dec 5th 2011

Sharesight is now your FREE Online Portfolio Manager - meaning investors may now track up to 10 holdings for FREE for life!

Sharesight Hero - featured (1200x630)
Product features

How Sharesight operates in the Cloud

by Tony Ryburn | Oct 17th 2011

Sharesight co-founder Tony Ryburn explains how Sharesight operates in the Cloud, specifically in terms of hosting and platform security.