Blog

Latest posts

Ryan Jones Jones Louros

How Sharesight helps advisors track net worth and simplify compliance

by Stephanie Stefanovic | Jul 19th 2024

We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.

Nikkys story

How Nikky uses Sharesight to understand her true performance

by Stephanie Stefanovic | Apr 1st 2024

Part of our Sharesight customer experience series, this blog features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.

Angela Thompson3

Why we need to talk more about investing: Angela's story

by Stephanie Stefanovic | Mar 26th 2024

We talk to Angela Thompson about what made her take the plunge into investing and why we need to talk more about investing with the people in our lives.

investing financial freedom hannah chim

Investing for financial freedom: Hannah's story

by Stephanie Stefanovic | Mar 18th 2024

We talk to Hannah Chim, who is a mum, volunteer and self-taught investor. We discuss how she got into investing and why it's important for financial freedom.

Investing story Shani Jayamanne

The importance of investing for financial stability: Shani’s story

by Stephanie Stefanovic | Mar 10th 2024

We talk to Shani Jayamanne about her investing journey and why she believes investing is such an important tool for financial stability.

Mathilde-s story

How Mathilde takes control of her investments using Sharesight

by Stephanie Stefanovic | Feb 7th 2024

Part of our Sharesight customer experience series, this blog features Mathilde K., an investor who has been tracking her portfolio with Sharesight since 2019.

Why KmacD Financial uses Sharesight

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 14th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

Absolute Wealth Advisers Sharesight

How Absolute Wealth Advisers gets clarity and accuracy with Sharesight

by Diana Ioppolo | Oct 17th 2023

We talk to Absolute Wealth Advisers, a financial planning business that uses Sharesight to get information on their clients' performance, cost base and tax.

InstructAnt Sharesight AdviserLogic testimonial2

How InstructAnt improved client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

SuperEquity Sharesight testimonial

How SuperEquity uses Sharesight to keep clients informed on performance

by Diana Ioppolo | Aug 15th 2023

We talk to SuperEquity, a boutique stockbroking firm who uses Sharesight to keep clients informed on their investment performance metrics.

Marcus-s story Sharesight

Why an investor chooses Sharesight over spreadsheets

by Stephanie Stefanovic | May 16th 2023

Part of our customer experience series, this video features Marcus E., an investor who has been tracking his portfolios with Sharesight since 2018.

3 reasons why investors love Sharesight-2 (1)

3 reasons why investors love Sharesight

by Stephanie Stefanovic | Feb 19th 2023

We polled 100 Sharesight users on their experience with our platform. In this blog, we reveal what they had to say, plus 3 reasons investors love Sharesight.