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Why financial advisors use Sharesight Pro

Why Sharesight Pro is the best portfolio tracker for financial advisors

by Doug Morris | Jun 25th 2024

Discover why financial advisors prefer Sharesight Pro. We discuss how advisors benefit from Sharesight's ease-of-use, cost-effectiveness and data transparency.

Track AJ Bell trades with Sharesight

Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Sharesight email alerts

Stay on top of your Sharesight portfolio with email alerts

by Stephanie Stefanovic | Jun 17th 2024

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.

Top20 NZX monthly May24

Top 20 NZX trades by Sharesight users – May 2024

by Stephanie Stefanovic | May 31st 2024

Welcome to the May 2024 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Top 20 NASDAQ + NYSE+AMEX monthly May24

Top 20 trades in US stocks by Sharesight users – May 2024

by Stephanie Stefanovic | May 31st 2024

Welcome to the May 2024 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly May24

Top 20 ASX trades by Sharesight users – May 2024

by Stephanie Stefanovic | May 29th 2024

Welcome to the May 2024 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

Tax loss selling for Australian investors

Tax loss selling for Australian investors

by Angela Thompson | May 28th 2024

A tax loss selling (tax loss harvesting) strategy can offset some of the capital gains you incurred during the year. Shareight's unrealised CGT report can help.

EOFY checklist for Australian investors

EOFY checklist for Australian investors

by David Olsen | May 28th 2024

Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.

Fidelity Investments

Track your Fidelity Investments trades in Sharesight

by Stephanie Stefanovic | May 23rd 2024

If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.