Sales & Acquisitions Report
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.
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.
Sharesight product updates – April 2026
This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.