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Financial failures event 2024 panellists

Event recap: Confess your financial failures

by Stephanie Stefanovic | Aug 16th 2024

For those who were unable to attend our 'Confess your financial failures' talk in July, here’s a video of the event, plus a summary of the key talking points.

Meeting AFSL requirements with Sharesight EGU

How financial advisors meet AFSL requirements with Sharesight

by Stephanie Stefanovic | Aug 13th 2024

We talk to financial advisors Ben Wieland and Ben Widdup from EGU about how Sharesight helps them meet their AFSL needs while improving client experience.

E TRADE

Automatically add trades from E*TRADE into Sharesight

by Stephanie Stefanovic | Aug 13th 2024

E*TRADE Financial is one of the many brokers from which you can automatically import trades directly into your Sharesight portfolio.

Track Webull trades with Sharesight

Track your Webull trades with Sharesight

by Stephanie Stefanovic | Aug 8th 2024

If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.

August 2024 Sharesight product updates

Sharesight product updates – August 2024

by Ben Clendon | Aug 7th 2024

This month's key updates include the removal of the old holdings page, improvements to some of our reports and expanded support for a number of brokers.

Top 20 global trades Jul24

Top trades by global Sharesight users — July 2024

by Stephanie Stefanovic | Jul 31st 2024

Welcome to the July 2024 edition of Sharesight’s global trading snapshot, where we look at the top 20 trades made by Sharesight users around the world.

Top 20 trades NZ investors Sharesight

Top trades by New Zealand Sharesight users — July 2024

by Stephanie Stefanovic | Jul 30th 2024

Welcome to the July 2024 edition of Sharesight’s monthly trading snapshot for NZ investors, where we look at the top 20 trades made by NZ Sharesight users.

Top 20 AU trades Jul24

Top trades by Australian Sharesight users — July 2024

by Stephanie Stefanovic | Jul 30th 2024

Welcome to the July 2024 edition of Sharesight’s trading snapshot for Australian investors, where we look at the top trades by Australian Sharesight users.

Equity Mates news feed Sharesight

Get Equity Mates insights in Sharesight

by Stephanie Stefanovic | Jul 29th 2024

Stay on top of your ASX and US investments with access to Equity Mates news and market insights, right in your Sharesight portfolio.

Ryan Jones Jones Louros

How Sharesight helps advisors track net worth and simplify compliance

by Stephanie Stefanovic | Jul 19th 2024

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.

Swissquote

Automatically track Swissquote trades with Sharesight

by Stephanie Stefanovic | Jul 18th 2024

If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.

Dividend vs share buybacks

Dividends vs. share buybacks: Which is better for investors?

by Stephanie Stefanovic | Jul 17th 2024

We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.