Latest posts
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Sharesight product updates – November 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.
Import historical trades to Sharesight via spreadsheet
You can import your historical trading data by simply downloading a spreadsheet from your broker and uploading it to your Sharesight portfolio.
Top 20 trades in US stocks by Sharesight users – October 2023
Welcome to the October 2023 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.
Top 20 ASX trades by Sharesight users – October 2023
Welcome to the October 2023 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.
Top 20 NZX trades by Sharesight users – October 2023
Welcome to the October 2023 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.
Event recap: Morningstar Conference for Individual Investors 2023
This year's Morningstar Individual Investor Conference was themed around inflation and its impact on investors. Keep reading to discover some of the highlights.
Key duties of a company director
If you're a company director, there are a number of duties you must comply with or else risk receiving significant penalties. Keep reading to learn more.
How Absolute Wealth Advisers gets clarity and accuracy with Sharesight
We talk to Absolute Wealth Advisers, a financial planning business that uses Sharesight to get information on their clients' performance, cost base and tax.
What is a dividend aristocrat?
Dividend aristocrats are S&P 500 companies that have consistently raised their annual dividend payout for at least 25 years. Keep reading to learn more.
Sharesight product updates – October 2023
Over the past month, our focus has been on refining our beta exposure report, the beta release of the new holdings page and improvements to custom investments.
Event recap: Sharesight Investor-tech Conference 2023
We summarise some of the key insights from our panel discussion at the 2023 Sharesight Investor-tech Conference, including a full video of the panel.