Sharesight in numbers
This post is part of Sharesight's 10 year anniversary series. Scroll down to the Further Reading section for every post in the series or read Sharesight's 10 year fintech journey post to get started.
Just over a year ago I joined the Sharesight team in Sydney. I work in the digital marketing team with a focus on analytics and insights, so needless to say I am always “in the data”. So with Sharesight turning 10 years old this month, I thought it would be a great moment to share some interesting numbers with you.
Sharesight currently tracks $1.9B USD worth of investments
Well actually, we’re tracking a lot more than that! $1.9 Billion USD1 is just based on active portfolios in the last 30 days2 from our top five countries -- Australia, New Zealand, Canada, the UK, and the US. We actually have clients in over 50 countries, but I’ll share more on that in my next post.
Empowering investors with their true portfolio performance so they can make smarter decisions is our bread and butter. For example, Sharesight clients may benchmark their portfolio against popular indices, and run powerful Performance, Contributions Analysis, and Diversity reports. Taking it a step further, they can even leverage our Custom Groups feature to organise investments by their preferred asset allocation methodology. We’re confident that these powerful performance reporting tools help contribute to our clients’ performance.
A new trade is added to Sharesight every 24 seconds
The average Sharesight client tracks 42 holdings per portfolio and trades an average of 62 times. And a new trade is added to Sharesight every 24 seconds. Whether via a one-time broker import, ongoing broker connection, contract note, or manual import, Sharesight makes trade tracking and overall portfolio admin a breeze.
Sharesight clients are tracking 724,199 individual holdings
Yes, you read that right: Sharesight currently tracks nearly three quarters of a million individual holdings! That translates to almost 38,000 different instruments -- with price, corporate action, and dividend data going back as far as 20 years. Try doing that with a spreadsheet!
Sharesight clients on premium plans active in the last 30 days are currently averaging a 36% per annum return
We began looking at average per annum (p.a.) returns for our clients to see if they vary from country to country, between clients on a Free plan vs. our Premium plans, etc. We’ll share more insights soon but for now we’ll leave you with this: Sharesight clients on premium plans who have been active in the last 30 days are averaging a 36% p.a. return. While this sounds amazing, it’s important to remember that there are outliers and portfolios have been created at different times. Watch this space!
While I like to think that these numbers speak for themselves, the best way to really see what Sharesight can do for you is to sign up for a free account!
Stay tuned for our blog post later this week where we ask Sharesight co-founder and CTO Scott Ryburn about his experience building the company over the last 10 years.
1 Converted to USD based on XE Currency Converter exchange rates from 12 Sep 2017.2 Clients who logged-in to Sharesight between 12 August 2017 - 11 Sep 2017.
FURTHER READING
See what’s inside your ETFs with Sharesight’s exposure report
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
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.