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Sharesight Pro Portfolio Search Tool

Sharesight Pro portfolio search tool

by Angela Thompson | Mar 30th 2016

We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.

Contract Note Inbox - Featured

How to confirm your trades with the Contract Notes Inbox

by Doug Morris | Mar 11th 2016

The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.

NAB demerger and CYB IPO - Featured

How to handle the NAB demerger and CYB IPO

by Corporate Actions Desk | Mar 8th 2016

Follow our step-by-step instructions and learn how to handle the National Australia Bank / NAB demerger and CYB IPO in your Sharesight portfolio.

Get Livewire market insights in Sharesight

Get Livewire market insights within your portfolio

by Doug Morris | Feb 29th 2016

We're pleased to announce that we've partnered with Livewire to bring their exclusive market insights directly into your Sharesight portfolio.

industry classification data - featured

Updated industry classification data

by Angela Thompson | Feb 26th 2016

Organise your portfolio holdings according to the industry classification data provided by FactSet's global security classification scheme.

ASA 2016 - featured

See you at the ASA's Grow Your Portfolio conference 2016

by Angela Thompson | Feb 19th 2016

Sharesight will be sponsoring and exhibiting at the ASA (Australian Shareholders Association) 2016 Grow Your Portfolio conference.

Cap Raise 2016 - Featured

Sharesight raises $2m - thank you customers

by Doug Morris | Dec 22nd 2015

We have raised over NZD $2M from you, our customers. Thanks to all who showed interest in this capital raise, and thanks as always to all our customers.

Republic Wealth Management - Featured

Announcing a new partnership: Republic Wealth Management

by Doug Morris | Dec 8th 2015

Our newest strategic partner is Republic Wealth Management, a B2B robo-adviser catering to financial planning companies.

Open Sharesight reports directly in Google Sheets - Featured

Open Sharesight reports directly in Google Sheets

by Angela Thompson | Dec 7th 2015

Our latest enhancement lets you open and save your Sharesight investment portfolio performance and tax reports directly in Google Sheets (Google Drive).

Fintech Recruiting - Featured

What we learned when recruiting for our fintech

by Doug Morris | Nov 16th 2015

We noticed something when recruiting for our fintech startup recently: people from traditional industries are much more open to joining a fintech startup.

Cuffelinks - featured

Sharesight named a Cuffelinks Alliance Partner

by Doug Morris | Nov 5th 2015

Sharesight has been named a Cuffelinks Alliance Partner - Cuffelinks is a free investment newsletter written by financial market professionals.

Performance & tax reports now in XLSX format

Performance & tax reports now in XLSX format

by Angela Thompson | Oct 29th 2015

Sharesight performance & tax reports are now in XLSX format, so they can be opened in multiple spreadsheet applications - including free platforms.