Our focus this month was expanding our broker support and streamlining the customer onboarding journey. Work has also been underway on additional reporting and holding functions we hope to roll out over the next six weeks or so. New functionality / enhancements Enhanced our trade file upload functionality with a new and improved column mapping screen and logic to streamline the process for getting large trade files into Sharesight Introduced the ability to search for instruments using an ISIN, particularly relevant for our European customers. Broker import functionality Added support for t ..read more

Welcome to the April 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 Spark NZ (NZX: SPK), which made a NZ$15 million investment into digital infrastructure in NZ’s Waikato region. The top trades were also led by Air New Zealand (NZX: AIR), which recently saw its share price drop after a downward revision of its earnings estimate. It wa ..read more

Welcome to the April 2024 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX during the month. In this snapshot, buy trades were strongly led by Vanguard’s Australian Shares Index ETF (ASX: VAS). In terms of individual stocks, buy trades were led by Woodside Energy (ASX: WDS), which saw its share price drop after revealing a 12% decline in its quarterly profit. Over the same period, sell trades were led by BHP (ASX: BHP), which produced mixed financial results, including a loss in its nickel division. Top 20 ASX trades Apri ..read more

We are pleased to announce the winner of the Sharesight Fintech Scholarship for 2024, Temiremi Egwuenu. As a fintech company, we’re passionate about helping students get started on their pathway to successful careers in the financial and financial technology spaces. We also believe gaining a solid education and knowledge of business fundamentals is crucial not only in helping students lead successful professional lives, but also in adopting an investing mindset from a young age that will help them grow their wealth over the long term. With this in mind, we established the Sharesight Fintech S ..read more

Sharesight has integrated with Desktop Broker, allowing advisers to have their clients’ trading data automatically synced to Sharesight’s portfolio tracker. By having Desktop Broker trades automatically populated in Sharesight, advisers can effortlessly track their clients’ investment performance, benefitting from Sharesight’s intraday price and performance data, plus automatic dividend tracking. To learn more about the benefits of connecting your Desktop Broker account to Sharesight, keep reading. What is Desktop Broker? Desktop Broker is an easy-to-use trading platform with a premium suppor ..read more

Disclaimer: This article is for informational purposes only and does not constitute a specific product recommendation, or taxation or financial advice and should not be relied upon as such. While we use reasonable endeavours to keep the information up-to-date, we make no representation that any information is accurate or up-to-date. If you choose to make use of the content in this article, you do so at your own risk. To the extent permitted by law, we do not assume any responsibility or liability arising from or connected with your use or reliance on the content on our site. Please check with ..read more

With Sharesight, you can easily track stocks and ETFs on the London Stock Exchange (LSE), with price and performance updates on a 15 minute delayed basis. This is in addition to Sharesight's support for key markets such as the New York Stock Exchange (NYSE), Nasdaq and over 60 other leading global markets. Sharesight’s extensive market support allows you to track all of your global investments in one place, while gaining access to award-winning performance, dividend tracking and tax reporting. What is the London Stock Exchange? The London Stock Exchange (LSE) is the primary stock exchange of ..read more

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