Watch your investment grow
We’ve added a new graph option to the portfolio overview page that lets you visualise the value of your portfolio over time. You can switch between this and the portfolio gains graph by clicking the ‘change’ link to the top right of the graph. As with the other selection criteria, Sharesight will remember your graph choice next time you login, so you will always see your preferred graph right away.
Thanks to all of you who have been providing us with feedback. We have some more great features on the way soon, please keep the feedback coming!
How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Sharesight product updates – September 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.