Product updates - September 2026
September has been a busy month for us, starting with the rollout of a new gains & losses toggle on the investments screen, making it easier for you to see what’s up and what’s down at a glance.
We’ve also introduced a new holding-level CGT exemption for Australian portfolios. You’ll see any exempt holdings relevant to the report period displayed on the exemptions tab of the Australian CGT report.
Finally, we’ve revamped our Australian unrealised CGT report and you can now manually add stamp duty reserve tax to a buy trade for eligible holdings - particularly relevant for those holding UK investments. Stamp duty is included in the cost base of the investment.
New functionality and enhancements
- Introduced a new holding-level CGT exemption for Australian users
- Added a new ‘split gains & losses’ toggle to the investments tab
- Launched a revamp of the Australian unrealised CGT report
- Introduced a stamp duty reserve tax field to the buy trade for UK holdings
- Introduced a VAT field for our UK and EU business users, bringing us into alignment with UK and EU sales tax obligations where business customers are taxed where the customer is based
- Upgraded the diversity and performance reports to now display the investment logo and offer column selection and ordering
- Added a filtering by label option to the historical cost report
- Upgraded the UX of our cash account feature set to bring these cash account screens into alignment with the rest of the product
Broker import functionality
Added support for:
- 2 new trade confirmation formats
- 3 new trade files
Further reading
October top trades: Investors buy the AI selloff
The Nasdaq had its worst month since March 2025 and Sharesight investors bought the dip. See October’s most traded shares, from NVIDIA to NextDC.
Your complete portfolio performance: Product updates, October 2026
This month we added cash account performance, Australian funds composition data, faster custom investment price imports, and upgraded several reports.
Same foundations, different convictions: how Australian men and women really invest
Sharesight data shows Australian men and women share the same core ETFs – but women lead on ethical investing and buy-and-hold, while men trade more actively.