Blog

Price alerts & weekly portfolio performance emails

by Marcus Baguley, Principal Consultant, Abletech | Dec 21st 2007

As you have requested... By simply enabling portfolio alerts you will be:

  • Emailed a weekly report showing how well your portfolio has performed over the past week
  • Emailed if any share within your portfolio is rising (or falling) by 5% or more
  • Emailed any new corporate events for any instrument that you hold within your portfolio
Cost of running an SMSF Patrick Poke

An unexpected cost of running an SMSF

by Patrick Poke, Founder of PLP Finance Media | Nov 14th 2024

This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.

Multi-generational wealth planning

How to create a multi-generational wealth plan

by Stephanie Stefanovic | Nov 12th 2024

We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.

November product updates

Sharesight product updates – November 2024

by Ben Clendon | Nov 10th 2024

This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.