Blog

Sales & Acquisitions Report

by Scott Ryburn, CTO, Sharesight | Nov 6th 2007

Updates to Sharesight this week include the new addition of the Sales and Acquisitions report.

The Sales and Acquisitions report is designed to show opening and closing balances at cost price. This report is particularly useful for anyone holding shares under a company or family trust that is required to prepare annual accounts each year. The report also includes a ‘market value’ column to allow a quick comparison between cost price and market value at the end of the chosen period.

Sales & Acquisitions Report

Sharesight Wealth Management Awards 2025 Wealth Tech Innovator of the Year

Sharesight nominated for 2025 Wealth Tech Innovator of the Year

by Stephanie Stefanovic | Jul 10th 2025

Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.

Historical cost report (2)

Prepare your annual accounts with our historical cost report

by Stephanie Stefanovic | Jul 9th 2025

Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

Product updates July

Sharesight product updates – July 2025

by Ben Clendon | Jul 9th 2025

This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.