If you’re a Canadian investor, you can automatically track your tax-free savings account (TFSA) with Sharesight, inclusive of cash deposits and withdrawals, as well as income from investments in stocks, ETFs and mutual funds. This allows you to track the performance of all your investments in one place, while leveraging Sharesight’s award-winning performance, dividend tracking and tax reporting. To learn more about TFSAs and how you can track them in Sharesight, keep reading. What is a TFSA? Introduced in Canada in 2009, a tax-free savings account (TFSA) is an account in which individuals who ..read more

This past month saw us wrap up some long-term projects across the business. These included a mixture of compliance and security related objectives as well as some key feature work listed below. New functionality / enhancements Upgraded our infrastructure to bring stability and consistent load times to our new reporting framework, improving the performance of our diversity report, sold securities report, exposure report and performance report Introduced the new holdings page to all users and set the new holdings page as our default for beta customers. Within the next few weeks all customers w ..read more

Welcome to the March 2024 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks on the Nasdaq, NYSE and NYSE American market (AMEX) over the month. In this snapshot, buy trades were led by Tesla (NASDAQ: TSLA), which saw its share price rise throughout the month due to rumours of an Italian truck production deal, plus news that US customers will receive a full self-driving software trial. Over the same period, sell trades were led by NVIDIA (NASDAQ: NVDA), which saw its share price hit an all-time high amid the AI stock frenzy. It w ..read more

In this article, we talk to Angela Thompson, who is a seasoned marketer, a Canadian expat and a self-directed investor with a keen focus on ETFs and tech stocks. We discuss what made her take the plunge into investing, some of the things she’s learned along the way, and why she believes it’s important for us to talk more about investing with the people in our lives. Despite working in the investing space, Angela was initially hesitant to start investing herself. “I think investing can be a bit intimidating,” says Angela. “It wasn’t until someone like me — a colleague, a woman — was investing ..read more

Canadian investors trading with Questrade can sync their brokerage account with Sharesight via SnapTrade to automatically import historical and ongoing and historical trades in stocks, ETFs and funds to their portfolio. With support for over 200 global brokers and automatically updated price and dividend information on more than 500,000 global stocks, ETFs and mutual funds, Sharesight is the ultimate tool for Canadian investors to track all of their investments in one place. Keep reading to learn more. Who is Questrade? Established in 1999, Questrade is a Canadian-based brokerage and wealth m ..read more

In this article, we talk to Hannah Chim, who is a mum, volunteer and self-taught investor. We discuss how she got into investing and why it's such an important tool for anyone seeking financial freedom. For Hannah, the idea to start investing came about when she and her husband were nearing their late 20s and beginning to think about having a family. “I started thinking more about my financial future, our family’s financial future and how it would be impacted by parenthood,” says Hannah. “It would likely mean a long period out of the workforce for me. My husband was comfortable with providing ..read more

In this article, we talk to Shani Jayamanne, Senior Investment Specialist at Morningstar Australia, about her investing journey and why she believes investing is such an important tool for financial stability. Shani has spent her career working in financial services, with a focus on understanding financial products and explaining complex financial concepts to individuals, advisers and institutions. Equity investing is an important part of that, but it wasn’t always something that Shani was exposed to. “I moved to Australia when I was three years old from Sri Lanka, and that was during the Sri ..read more

Next week we bring on a business analyst dedicated to supporting our market data feeds. Being able to provide specialist roles as we grow not only allows us to expand our feature offering but it also allows us to provide more stability and reliability to each of our functional areas. From 1 April we will also see our development team expand from six to seven permanent cross functional teams. These teams each have a mixture of frontend and backend engineers, as well as design and product expertise. We now have teams dedicated to our security and infrastructure, billing, reporting, market data o ..read more

From its inception, Sharesight has maintained a constant vigilance around cyber security. As a company that holds investment data for hundreds of thousands of customers, this vigilance is of course a given. However, over the last couple of years we have really stepped up our security and compliance focus. We've done this in part as a proactive drive to stay ahead as much as is possible in an increasingly turbulent cyber security landscape, but also as a result of changing expectations from our partners and the community at large. High profile data breaches in recent years, particularly in Aust ..read more

Welcome to the February 2024 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX during the month. In this snapshot, trades were strongly led by Smartshares’ US 500 (NZX: USF) and NZ Top 50 (NZX: FNZ) ETFs. In terms of individual stocks, the top trades were led by Air New Zealand (NZX: AIR), which attributed its declining profit to inflation, supply chain issues and problems with GTF engines that power its A320neo planes. It was an ETF-heavy month overall, with 14 of the top 20 trades belonging to ETFs. Top 20 NZX trades Feb ..read more