Blog

Export your trading history with Sharesight's all trades report

Sharesight’s all trades report makes it easy to view your trading history at a glance, or export the data to send to your accountant.

Top trades by global Sharesight users — September 2024

Welcome to Sharesight's September 2024 trading snapshot for global investors, featuring the top 20 trades made by Sharesight users worldwide.

Top trades by New Zealand Sharesight users — September 2024

Welcome to Sharesight's September 2024 trading snapshot for New Zealand, highlighting the top 20 trades made by New Zealand investors using Sharesight.

Top trades by Australian Sharesight users — September 2024

Welcome to Sharesight's September 2024 trading snapshot, highlighting the top 20 trades made by Australian investors using Sharesight.

Top 4 challenges advisors face in the Great Wealth Transfer

An estimated $68 trillion will transfer from Baby Boomers to their descendants in the next 20-30 years, posing unique challenges for financial advisors.

How to track exchange-traded funds (ETFs)

In this article we discuss the history of ETFs, some of the tax considerations for investors and how you can track the performance of your ETFs with Sharesight.

Top trades by global Sharesight users — August 2024

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

Top trades by New Zealand Sharesight users — August 2024

Welcome to the August 2024 edition of Sharesight’s trading snapshot for New Zealand investors, where we look at the top trades by our New Zealand userbase.

Top trades by Australian Sharesight users — August 2024

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

Track investments from leading Canadian brokers

If you’re a Canadian investor, you can easily import your trades in stocks, ETFs and mutual funds directly into Sharesight from a range of leading brokers.

Automatically track your moomoo trades with Sharesight

By connecting moomoo and Sharesight, you can automatically sync your trades to your Sharesight portfolio, making it easier than ever to track your performance.

Event recap: Confess your financial failures

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.

How financial advisors meet AFSL requirements with Sharesight

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.