Sharesight

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Sharesight Sharesight is an award-winning online investment portfolio tracker used by over 400,000 investors.

Sharesight is an online portfolio tracker that empowers investors by simplifying complex investment data. With over 400,000 users globally, our aim is to provide institutional-level insights to investors of all levels, from beginners to experienced investors and intermediaries like accountants and financial advisers. Learn more about our story: https://www.sharesight.com/about-sharesight/

Get help: https://help.sharesight.com

We’re looking forward to attending the 2026 TIP Group's conference in Melbourne this Wednesday.With ASX-listed companies...
19/10/2026

We’re looking forward to attending the 2026 TIP Group's conference in Melbourne this Wednesday.

With ASX-listed companies, industry experts and investors coming together for a day of insights and discussion, we’re pleased to be part of the conversation.

Our team will also have a booth at the conference. If you’re attending, drop by our booth and we look forward to connecting with you on the day!

Find out more: https://sharesight.link/tip-conference-oct1

Sharesight users’ September trading activity showed a strong preference for buying despite falling share prices, particu...
16/10/2026

Sharesight users’ September trading activity showed a strong preference for buying despite falling share prices, particularly in Australia. New Zealand investors were even more active, recording the highest proportion of buy trades across the three markets.

Meanwhile, trading activity shifted among major technology stocks, with Apple dropping to rank 12 from the global rankings, while Meta climbed five places to rank three.

Read the full analysis to see what Sharesight users were buying and selling in September: https://sharesight.link/sep-top-trades1

Managing investments across different markets and brokers can be challenging, which is why Sharesight brings your portfo...
13/10/2026

Managing investments across different markets and brokers can be challenging, which is why Sharesight brings your portfolio together in one place, making it easier to stay on top of your portfolio.

Start tracking your portfolio with Sharesight: https://sharesight.link/sharesight

We’re excited to be joining the New Zealand Shareholders Association 2026 Investor Conference in Wellington on 22–23 Oct...
12/10/2026

We’re excited to be joining the New Zealand Shareholders Association 2026 Investor Conference in Wellington on 22–23 October!

How are Kiwi investors’ portfolios changing, and what can three years of investment data tell us about the way New Zealand investors invest?

Join us for our presentation on 23 October as we share insights from 17,000 Kiwi portfolios and explore the trends shaping how Kiwis invest.

Grab your tickets here: https://sharesight.link/nzsa-conference1

With the tax filing deadline approaching, now is a good time to get your investment tax reporting in order.When your inv...
09/10/2026

With the tax filing deadline approaching, now is a good time to get your investment tax reporting in order.

When your investments are spread across multiple brokers and spreadsheets, preparing your tax return can quickly become complicated.

The Sharesight Tax Pack brings your key investment tax information together in one place, with the taxable income, capital gains and the all trades report to help you get your tax figures ready.

Explore the Tax Pack: https://sharesight.link/tax-pack1

From connecting with investors and industry professionals at conferences to sharing insights in the media, it’s been a b...
07/10/2026

From connecting with investors and industry professionals at conferences to sharing insights in the media, it’s been a busy quarter at Sharesight.

Here’s a look at what we’ve been up to — from industry events and media coverage to product improvements that help investors better understand their portfolios.

Sharesight CEO Doug Morris will join the Stockbrokers and Investment Advisers Association for an upcoming webinar on 7 O...
06/10/2026

Sharesight CEO Doug Morris will join the Stockbrokers and Investment Advisers Association for an upcoming webinar on 7 October, exploring how AI is changing the adviser-client conversation and what advisers should be watching as the technology evolves.

Register for the webinar here: https://sharesight.link/SIAA-webinar

This month’s product updates give you more ways to manage and understand your portfolio data across Sharesight’s reports...
30/09/2026

This month’s product updates give you more ways to manage and understand your portfolio data across Sharesight’s reports.

For Australian users, we’ve introduced a new holding-level CGT exemption, added a ‘split gains and losses’ toggle to the Investments tab, and revamped the Australian unrealised CGT report.

See what’s new in Sharesight this month: https://sharesight.link/sep-2026-product-updates1

How are investors using the future income report? We asked Sharesight users to share their use cases, and their answers ...
28/09/2026

How are investors using the future income report?

We asked Sharesight users to share their use cases, and their answers show how estimated future income can support different aspects of financial planning — from forecasting cash flow and budgeting for expenses to making portfolio decisions.

See the key features of the future income report and how it can help you plan ahead: https://sharesight.link/future-income-report2

Investing has never been more accessible, but as portfolios become more diverse, understanding your true portfolio perfo...
25/09/2026

Investing has never been more accessible, but as portfolios become more diverse, understanding your true portfolio performance can become challenging when investment data is spread across brokers, spreadsheets and other platforms.

Discover the problem Sharesight was built to solve and how bringing investment data together in one place can help investors better understand their portfolios.

Read the full story here: https://sharesight.link/behind-the-idea-sharesight1

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241 Commonwealth Street
Sydney, NSW
2010

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