Blog | Product features
Price alerts & weekly portfolio performance emails
by Marcus Baguley, Principal Consultant, Abletech | Dec 21st 2007
As you have requested... By simply enabling portfolio alerts you will be:
- Emailed a weekly report showing how well your portfolio has performed over the past week
- Emailed if any share within your portfolio is rising (or falling) by 5% or more
- Emailed any new corporate events for any instrument that you hold within your portfolio
Investing tips
How to present portfolio tax reports clients actually understand
by Stephanie Stefanovic | Jun 23rd 2026
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Investing tips | Product features
Record-keeping requirements for Australian investors
by Stephanie Stefanovic | Jun 19th 2026
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.
Product updates
Sharesight product updates – June 2026
by Ben Clendon | Jun 16th 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.