Blog

Greetings from the Perth Xero Roadshow

by Doug Morris, CEO, Sharesight | Oct 30th 2013

Comparisons between the American Cowboy and the Australian West are common. Both embody a “go it alone” mentality and a resolve to  just “get ‘er done.” It stands to reason then that the 300 accountants, bookkeepers, and financial advisers we met in Perth have taken to the cloud like swans to a river. It just seemed like a “no brainer” to quote one financial adviser. “Common sense rules the day,” said another. This was, so far, the most advanced Xero + Add-On crowd we’ve met so far on the Xero Roadshow.

Greetings from the Perth Xero Roadshow

Our favourite part about the Perth stop was the enthusiasm of DIY investors. When we introduce Sharesight to first-timer Pros (accountants or advisers), we ask “do your clients have investment portfolios?” The answer is usually “yes,” but in Perth the response is “yeah, but I have one too.” We spent a lot of time Thursday looking up obscure share codes to check performance of favourite mining stocks.

One of the best, time-saving features of Sharesight is our corporate actions data. When one mining company takes over another, for example, Sharesight will handle this automatically. Name change? No problem. Share split? We’ve got you covered with no manual intervention.

In a market like Perth, where accountants and financial advisers are moving to the cloud in droves, an entire support and consulting industry has sprung up around this move towards a new ecosystem. We were fortunate to set up our stand next to the guys from Focus Growth Strategies. They work with accounting practices to optimise sales and service strategies in the cloud ecosystem. In short, there are so many practices moving away from old-school software into the cloud that a consulting cottage industry is thriving right alongside.

Next stop Sydney. Into the big smoke.

Case study performance and tax

Why Strawman’s founder uses Sharesight to track performance and tax

by Stephanie Stefanovic | Apr 2nd 2025

We spoke with Andrew Page, founder of Strawman.com, about how he uses Sharesight to track his portfolio and how it benefits investors.

Top 20 NZ trades mar25

Top trades by New Zealand Sharesight users — March 2025

by Stephanie Stefanovic | Apr 1st 2025

Welcome to Sharesight’s March 2025 trading snapshot for New Zealand, highlighting the top trades made by New Zealand Sharesight users.

Top 20 Global dashboard (excluding AUNZ markets) (3)

Top trades by global Sharesight users — March 2025

by Stephanie Stefanovic | Apr 1st 2025

Welcome to the March 2025 edition of Sharesight’s trading snapshot, where we review the top trades made by Sharesight users worldwide.