Sharesight

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’ve rolled out a series of updates this month, including AI trade file importer tools, expanded reporting capabilities...
29/05/2026

We’ve rolled out a series of updates this month, including AI trade file importer tools, expanded reporting capabilities, and broader fund coverage to make managing your portfolio more efficient.

Here’s a look at what’s new in Sharesight this month: https://sharesight.link/may-26-product-updates1

Investing is one of the most powerful tools for building wealth, but it’s not without its risks. As everyone has differe...
28/05/2026

Investing is one of the most powerful tools for building wealth, but it’s not without its risks.

As everyone has different financial situations, risk profiles and investing strategies, there’s no one-size-fits-all approach. That's why knowing what to avoid matters just as much as knowing what to look for.

Here are some red flags to watch out for: https://sharesight.link/investing-red-flags1

Share registries are designed to record ownership and manage shareholder administration, but they're not built to provid...
27/05/2026

Share registries are designed to record ownership and manage shareholder administration, but they're not built to provide investment insight.

That means your investment data can end up spread across multiple registries and brokers, making it difficult to get a complete picture of portfolio performance.

See why share registries aren’t enough: https://sharesight.link/share-registries

With proposed CGT changes set to take effect from 1 July 2027, investors may need to rethink their long-term portfolio s...
25/05/2026

With proposed CGT changes set to take effect from 1 July 2027, investors may need to rethink their long-term portfolio strategy.

The proposed shift from a fixed 50% CGT discount to an inflation-adjusted indexation method could significantly change how capital gains are calculated.

As these rules evolve, maintaining accurate investment records will become even more important for understanding true portfolio performance.

See how Sharesight helps investors stay organised: https://sharesight.link/cgt-guide

In part two of our webinar series with Morningstar.com.au, Mark LaMonica, CFA, explores a question many investors face: ...
21/05/2026

In part two of our webinar series with Morningstar.com.au, Mark LaMonica, CFA, explores a question many investors face: should you prioritise paying down your mortgage, growing your investments, or increasing your super contributions?

There's no one-size-fits-all answer, but there are several key factors that can help guide the decision.

Watch the full recording now: https://sharesight.link/mortgage-vs-investing-webinar1

Client performance conversations in wealth management should focus on context and behaviour, not just performance. They'...
18/05/2026

Client performance conversations in wealth management should focus on context and behaviour, not just performance.

They're about helping clients understand how decisions, broader context, and portfolio structure come together to shape outcomes.

Advisers who can draw on reliable data are better placed to deliver that clarity — making these conversations easier for clients to follow and engage with.

Read more on how client performance conversations are evolving: https://sharesight.link/client-conversations1

Continuing our webinar series with Morningstar.com.au, this session explores a common investor question — whether to pay...
15/05/2026

Continuing our webinar series with Morningstar.com.au, this session explores a common investor question — whether to pay off your mortgage, invest in the market, or contribute more to your super.

Mark LaMonica, CFA will explore the trade-offs involved and the key factors that can help guide more informed decisions.

Join us on Tuesday, 19 May from 12:00 PM (AEST): https://sharesight.link/sharesight-morningstar-webinar-regi1

April's trading activity highlighted some interesting contrasts across markets.Australian investors showed a clear local...
14/05/2026

April's trading activity highlighted some interesting contrasts across markets.

Australian investors showed a clear local preference, with VAS taking the top spot, while NVIDIA dominated in New Zealand and globally.

Sell trades were notably higher across the board, with investors likely capitalising on stronger share prices through April.

See what Sharesight users traded this month: https://sharesight.link/sharesight-blog

US earnings season continues to highlight the dominance of mega-cap technology companies, with strong results across the...
13/05/2026

US earnings season continues to highlight the dominance of mega-cap technology companies, with strong results across the sector.

Morningstar.com.au analysts note that Big Tech remains a key driver of market performance, supported by resilient earnings and strong competitive advantages.

Explore the key themes and what this means for long-term investors: https://sharesight.link/earnings-season-review

On 30 April, we hosted our first Business customer engagement event in the Sydney office. While the group was small, the...
13/05/2026

On 30 April, we hosted our first Business customer engagement event in the Sydney office.

While the group was small, the conversations were highly valuable, giving us direct feedback on customer challenges and product priorities.

Overall, it was a highly engaged session with practical feedback — and we’ll definitely be running more of these in the future.

Here are some of the highlights from the event!

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241 Commonwealth Street
Sydney, NSW
2010

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