Latest posts
What is the Compound Annual Growth Rate (CAGR)?
The CAGR is one of several metrics investors can use to measure and compare the past performance of investments or project expected future returns.
Sharesight talks SMSFs and tech tips at ausbiz panel
At an ausbiz panel for DIY investors, Sharesight CEO Doug Morris explored the benefits of harnessing technology to manage your SMSF.
Track over 12,000 AU/NZ managed funds with Sharesight
With Sharesight, investors can track the price and performance of over 12,000 Australian managed funds and mFunds, plus more than 700 New Zealand funds.
Diversiview by LENSELL integrates with Sharesight
Diversiview by LENSELL has integrated with Sharesight, allowing investors to analyse their portfolios' health, diversification and risk & return positions.
Sharesight release notes - October 2021
In October our new Multi-Period Report went live for Expert plan and Pro users. We also shipped a major update to our Interactive Brokers (IB) integration.
Mutual Funds vs. ETFs in Canada
In this blog we’ll explore how mutual funds and ETFs differ, and what you need to look out for if you’re a Canadian looking to invest.
4 ways to reduce your investment risk
If the thought of potentially losing the money you invest scares you (you’re not alone), don't reject investing entirely, here's how to reduce investment risks.
Easily prepare SoAs by connecting Sharesight and ProductRex
ProductRex has integrated with the Sharesight API, creating a solution that helps financial advisers make better decisions for their clients.
Get Firstlinks insights within Sharesight
We've partnered with Firstlinks (formerly Cuffelinks) to bring you the latest ASX investing insights directly into your Sharesight portfolio.
Q&A with Philippa O'Mara of Engine Room Chartered Accountants
We asked Philippa O'Mara about her role at Engine Room Chartered Accountants, and how they use Sharesight to track their clients' investment portfolios.
What is a stock transfer agent?
A stock transfer agent acts as the official record keeper for publicly traded companies to track the individuals/entities that own stocks or bonds in a company.
Top 20 NZX trades by Sharesight users – October 2021
Welcome to the October 2021 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.