Performance Report
The Performance Report is now available to users on the Sharesight Investor and Expert plans. The performance report shows similar information to the portfolio overview page, however it allows you to select both a start and end date so that you can view the performance of your portfolio over any date range.
As with other Sharesight pages you can switch between displaying dollar returns and annualised percentages. The new performance report can be found under the reports menu when logged into Sharesight.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.
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.