Blog
Doug Morris
CEO
Recent Articles

Canadian Capital Gains Tax Report
Our Canadian Capital Gains Tax Report calculates capital gains (and losses) made on investments according to the Canada Revenue Agency (CRA) rules.

Announcing a new partner — Bank of Queensland
Bank of Queensland is now offering their clients access to Sharesight's powerful portfolio tracking and performance & tax reporting tools.

Tracking the fund managers' picks
We've built a portfolio tracking the fund managers' picks from Livewire Live 2015 & 2016, assuming $10,000 invested in each company inclusive of brokerage.

The ten year gap in financial services technology
A recent report by PWC paints a grim picture for professionals on the wrong side of financial services technology - here are our thoughts on the matter.

Takeaways from Livewire Live
Last week, the Sharesight team dropped in at Livewire Live, an investing insights event hosted at the ASX featuring top-notch industry panelists.

Asset allocation reporting in Sharesight
Learn how to use our Custom Groups feature to organise your investment holdings and run asset allocation reporting within your Sharesight portfolio(s).

Announcing Custom Groups
Our Custom Groups feature allows investors to organise and group their portfolio holdings according to their prefered asset allocation methodology.

Sharesight at UNIT
OnMarket Bookbuilds invited us to participate in a panel discussion held by UNIT, the University Network for Investing and Trading at the UNSW campus in Sydney.

How to confirm your trades with the Contract Notes Inbox
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.

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

Sharesight raises $2m - thank you customers
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.

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

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