Blog

Doug Morris

CEO

Recent Articles

Canadian Capital Gains Tax Report - featured

Canadian Capital Gains Tax Report

by Doug Morris | Aug 9th 2016

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

BoQ - Featured

Announcing a new partner — Bank of Queensland

by Doug Morris | Jun 10th 2016

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

Livewire Live Portfolio 2016 - Featured

Tracking the fund managers' picks

by Doug Morris | Jun 9th 2016

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.

10 year gap - featured

The ten year gap in financial services technology

by Doug Morris | Jun 8th 2016

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.

Livewire Live 2016 - Featured

Takeaways from Livewire Live

by Doug Morris | Jun 6th 2016

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 - Featured

Asset allocation reporting in Sharesight

by Doug Morris | May 27th 2016

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

Custom Groups - Featured

Announcing Custom Groups

by Doug Morris | May 23rd 2016

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

Sharesight at UNIT - Featured

Sharesight at UNIT

by Doug Morris | May 16th 2016

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.

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.

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.

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.

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.