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Sharesight Pro Portfolio Search Tool

Sharesight Pro portfolio search tool

by Angela Thompson | Mar 30th 2016

We've added a portfolio search tool to the Sharesight Pro dashboard, making it easier to search and filter by client portfolio names.

Contract Note Inbox - Featured

How to confirm your trades with the Contract Notes Inbox

by Doug Morris | Mar 11th 2016

The Trade Confirmation Emails Inbox allows you to review emails your broker has sent to Sharesight and see which ones have worked and which ones have failed.

Get Livewire market insights in Sharesight

Get Livewire market insights within your portfolio

by Doug Morris | Feb 29th 2016

We're pleased to announce that we've partnered with Livewire to bring their exclusive market insights directly into your Sharesight portfolio.

industry classification data - featured

Updated industry classification data

by Angela Thompson | Feb 26th 2016

Organise your portfolio holdings according to the industry classification data provided by FactSet's global security classification scheme.

Open Sharesight reports directly in Google Sheets - Featured

Open Sharesight reports directly in Google Sheets

by Angela Thompson | Dec 7th 2015

Our latest enhancement lets you open and save your Sharesight investment portfolio performance and tax reports directly in Google Sheets (Google Drive).

Performance & tax reports now in XLSX format

Performance & tax reports now in XLSX format

by Angela Thompson | Oct 29th 2015

Sharesight performance & tax reports are now in XLSX format, so they can be opened in multiple spreadsheet applications - including free platforms.

Swiss Tokyo Markets - Featured

Track the Swiss & Tokyo stock exchanges

by Angela Thompson | Oct 28th 2015

We've expanded our global markets coverage so investors may now use Sharesight to track the Swiss & Tokyo stock exchanges.

Suncorp - Featured

Auto-track your Suncorp trades

by Angela Thompson | Oct 9th 2015

Sharesight makes it easy to auto-track your Suncorp trades - simply forward contract notes to your portfolio via the Trade Confirmation Emails feature.

Select Equities & Credit Suisse - featured

Auto-track your trades from Select Equities & Credit Suisse

by Angela Thompson | Oct 1st 2015

Sharesight clients may auto-track trades from Select Equities & Credit Suisse by forwarding contract notes via the Trade Confirmation Emails feature.

FRA JSE SGX - featured

More global markets available: Singapore, Frankfurt, Johannesburg

by Doug Morris | Aug 24th 2015

We've expanded our global markets coverage to include Singapore Exchange (SGX), Frankfurt Stock Exchange (FRA) and Johannesburg Stock Exchange (JSE).

Sharesight Canada - featured

Announcing Sharesight Canada

by Doug Morris | Jul 8th 2015

Canadian DIY and professional investors can now sign up to Sharesight Canada to track their local and overseas investments in Canadian dollars.

Merge custom holdings - featured

Merge custom holdings to listed securities

by Doug Morris | Jul 7th 2015

Learn how to merge manually created/maintained custom holdings into listed securities in Sharesight's investment tracking & reporting system.