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Advisors portfolio

Challenging traditional approaches to portfolio construction

by Andrew Starke, Content Writer | Jan 13th 2025

Learn why the 60/40 portfolio model is being challenged and how financial advisors can adapt portfolio construction for today's changing investment landscape.

January 2025 product updates

Sharesight product updates – January 2025

by Ben Clendon | Jan 7th 2025

Key updates this month include final changes to our drawdown risk report before its full release, as well as expanded broker support.

Top 20 global trades Dec24

Sharesight users' top trades – December 2024

by Stephanie Stefanovic | Dec 20th 2024

Welcome to the December 2024 edition of Sharesight’s monthly trading snapshot, where we look at the top buy and sell trades by Sharesight users over the month.

2024 Top 20 NZ trades

Top trades by New Zealand Sharesight users in 2024

by Stephanie Stefanovic | Dec 19th 2024

Welcome to the 2024 edition of our New Zealand trading snapshot, where we dive into this year’s top trades by Sharesight users.

2024 Top 20 Global trades

Top trades by global Sharesight users in 2024

by Stephanie Stefanovic | Dec 18th 2024

Welcome to the 2024 edition of our global trading snapshot, where we dive into this year’s top trades by Sharesight users around the world.

2024 Top 20 trades Australian investors

Top trades by Australian Sharesight users in 2024

by Stephanie Stefanovic | Dec 17th 2024

Welcome to the 2024 edition of our Australian trading snapshot, where we dive into this year’s top trades by Sharesight users.

How advisors can use AI

Five ways financial advisors can use AI to improve efficiency

by Stephanie Stefanovic | Dec 11th 2024

We explore five key ways that AI is helping financial advisors boost their efficiency, from automating workload to improving communication and client service.

Every feature Sharesight released in 2024

Every feature Sharesight released in 2024

by Stephanie Stefanovic | Dec 9th 2024

In case you have missed any of our monthly product updates, here is a list of every new feature and upgrade released by Sharesight in 2024.

top sharesight blogs 2024

Sharesight's top 10 investing blogs of 2024

by Stephanie Stefanovic | Dec 6th 2024

We look back on your favourite Sharesight blogs, from investing tips to users' favourite brokers, a compilation of the world's best blogs and more.

December 2024 product updates

Sharesight product updates – December 2024

by Ben Clendon | Dec 5th 2024

This month's key focus was on improving load time across all pages, as well as a number of enhancements to our exposure report.

Why financial advisors use Sharesight Pro

Why Sharesight is the best portfolio tracker for financial advisors

by Doug Morris | Nov 29th 2024

Discover how Sharesight can transform your financial advice practice with client access, visibility, reporting and cost-effectiveness.

The art of the loss

The art of the loss: Getting better through investing mistakes

by John Addis | Nov 28th 2024

John Addis, author of How Not to Lose $1 Million, discusses "the art of the loss" and how investors can get better through their mistakes.