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
Product features
See what’s inside your ETFs with Sharesight’s exposure report
by Stephanie Stefanovic | Nov 21st 2023
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
Case studies
How KmacD Financial streamlines reporting and saves time with Sharesight
by Diana Ioppolo | Nov 15th 2023
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Product updates
Sharesight product updates – November 2023
by Ben Clendon | Nov 10th 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.