Sharesight product updates – June 2026

Early in the month we launched a new Australian tax pack product, targeting potential customers with a need for our tax reporting feature set, but without all the other performance and analytical functions our main offering contains. As part of this work, we’ve made a number of improvements to the product that benefit all users, such as a rebuilt plans screen, a new tax portal screen (although this is for Australian customers only right now), notification badge on the Tasks tab and an overhaul of the process customers need to go through in order to get their ETF and trust payout components ready for tax time.

Moving forward, the annual tax components form, displayed for each trust-based holding (ETFs, managed funds and unit trusts) on the Australian taxable income report will be populated using the latest component data we have available, unless a user has already completed the annual tax form. All these changes, alongside our revamped Australian CGT report, should make tax reporting a far more streamlined experience this year.

We have also been making progress outside of Australia with the introduction of our first dedicated UK feature: UK-specific tax settings.

New functionality / enhancements

• Improved the UX regarding invalid holdings — these now show up in the investments screen table along with all other investments for easier navigation.
• Expanded on the new Tax tab to include a CGT summary, total assessable income summary, date selection and more, currently available to Australian customers only.
• Overhauled our annual tax components flow by removing the need to ‘reset’ ETF distributions confirmed during the year (Australia).
• Introduced our revamped Australian CGT report to all applicable users and a new birds-eye view tab showing a holding level summary for each investment as a response to early beta feedback.
• Overhauled our onboarding flows, including a rebuild of our plan selection screen, streamlining the signup process for new customers and making plan selection an easier process for existing customers.
• Introduced a notification badge to the Tasks tab, providing a total count of the transactions requiring confirmation.
• Rolled out our first dedicated UK feature with the introduction of UK-specific tax settings, configurable on every UK portfolio.
• Made substantial performance improvements the the FIF report peak balance calculation, removing timeouts on large portfolios (New Zealand).
• Introduced support for the Saudi Stock Exchange (TADAWUL).

Broker import functionality

• Added support for six new trade confirmation and four new trade file formats.

FURTHER READING

• Sharesight product updates - May 2026
• Sharesight product updates – April 2026
• Sharesight product updates – March 2026