New! Categorise your shares
This week we have released our new labelling and report filtering functionality to customers on the Sharesight Expert plan.
This allows you to create your own set of labels and apply them to shares in your portfolio. It is then possible to report on specific categories of shares within a portfolio based on the labels that you have defined.
Labels can be anything you like and you can apply more than one label to each share. For example, you may choose to label your shares based on which broker or advisor recommended them and also label them based on investment profile (eg income vs growth).
The Performance Report can be filtered to include only shares that match the label(s) you specify. For example you could separately compare the performance of shares recommended by Broker A vs those recommended by Broker B.
We would be interested to hear how you use labels to categorise your shares and which other reports you would like to be able to filter. Share your feedback via the community forum.
Sharesight product updates – July 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.
Morningstar analyses Australian investors' top trades of FY26
Morningstar analyses Australian Sharesight users' top trades of FY25/26. Keep reading to see some of the most notable picks from the year.