Latest posts
Portfolio Setup Tip #3: Automatic Contract Note Processing
The third step in is setting up your Sharesight share tracking portfolio is activating our automatic Trade Confirmation Email processing feature.
Portfolio set up tips: Bulk upload opening balances
Follow our step-by-step instructions and learn how easy it is to import your opening balances via bulk upload into your Sharesight share tracker portfolio(s).
Portfolio setup tip #1: opening balances (manual entry) are your best friend
Follow our step-by-step instructions and learn how easy it is to upload your opening balances to your Sharesight investment tracker via manual entry.
New feature: Carry forward loss
Sharesight clients may now enter a carry-forward amount from the previous reporting period ($) that can be included in the current report totals.
Portfolio sharing is caring
Learn about Sharesight's professional plan features: portfolio sharing, which lets accountants & financial advisers share portfolios with their clients.
New Pro feature: personalised marketing materials
Follow our step-by-step instructions on how to create your own marketing materials to help educate your clients about Sharesight portfolio management services.
Sharesight’s beautiful Xero integration
Send your buys, sells, and dividends data to Xero, and view your cash balances within your Sharesight investment portfolios.
Greetings from the Sydney Xero Roadshow
Greetings from the Sydney Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Perth Xero Roadshow
Greetings from the Perth Xero Roadshow. Read through to learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Melbourne Xero Roadshow
Greetings from the Melbourne Xero Roadshow. Learn more about our beautiful Xero integration, which brings together portfolio tracking & accounting.
Greetings from the Brisbane Xero Roadshow
Highlights of the Brisbane Xero Roadshow, including the Xero + Sharesight integration as an ideal (and mission-critical) process for financial advisers.
Sharesight along for the Xero Roadshow | October 2013
Just as we finally got settled after Xerocon re-engaging and onboarding the hundreds of accountants we met, we’re packing our bags for the Xero Roadshow!