Blog

Sharesight's 10 year fintech journey

by David Olsen, Digital Marketing Associate, Sharesight

Sharesight was officially formed as a company on September 3rd 2007 – making this year our 10th birthday. To celebrate, we wanted to share a timeline of our most important milestones and achievements, plus details of all the features we’ve added over the last 10 years in order to improve Sharesight and make tracking the true performance of your share portfolio easier than ever.

sharesight-founders Sharesight founders Scott Ryburn, Marcus Baguley, Nigel Ramsay and Tony Ryburn.


2007

Sharesight Milestones

Sharesight Features


2008

Sharesight Milestones / Partnerships

  • Sharesight signs up first paying customer in April 2008.
  • BDO New Zealand signs on with Sharesight to handle client portfolios.

Sharesight Features

  • Sold Securities Report permits the editing of historic dividend or trade details of sold shares.
  • New Zealand FIF Report for investments in Australian shares showing whether NZ’s FIF taxation rules apply and calculating taxable FIF income on these shares.
  • Performance Report – so you can calculate your portfolio’s performance over any date range.

2009

Sharesight Milestones / Partnerships

Sharesight Features


2010

Sharesight Milestones / Partnerships

  • Direct Broking (a division of ANZ New Zealand) partners with Sharesight, to allow investors to directly import trades into Sharesight through the Sharesight API.
  • RewardSuper integrates Sharesight data into their RSTradeweb product.
  • Deloitte New Zealand begins using Sharesight to manage client portfolios.

Sharesight Features

Sharesight Reports Dropdown 2011 The original Sharesight website in 2011.


2011

Sharesight Milestones / Partnerships

Sharesight Features


2012

Sharesight Milestones / Partnerships

  • CMC Markets Stockbroking partners with Sharesight using the Sharesight API – allows CMC Markets Stockbroking customers to link their CMC online broking account to a Sharesight portfolio and have all past and future share trading transactions automatically recorded in Sharesight.

Sharesight Features


2013

Sharesight Milestones / Partnerships

Sharesight Features


sharesight large-monitor

2014

Sharesight Milestones / Partnerships

Sharesight Features


2015

Sharesight Milestones / Partnerships

Sharesight Features


2016

Sharesight Milestones / Partnerships


2017

Sharesight Milestones / Partnerships

Sharesight Features

It has been a massive 10 years at Sharesight, the team here looks forward to realising our plans for the next ten years!

Stay tuned for our next blog post celebrating Sharesight’s 10th birthday, where we interview co-founder Tony Ryburn on why he founded Sharesight.

FURTHER READING