Sharesight product updates – February 2026
This month we rolled out the new Investments tab to all users, along with several other improvements across our web and our mobile apps.
The Investments tab (previously called Overview) includes many frequently requested features:
- Customisable column display
- More preset date ranges plus custom date selection
- New graph options
- An optional average buy price column
- Improved performance, ensuring large portfolios load without timeouts
- Logos and other design tweaks.
Thanks to everyone who shared feedback — we’re actively working through your feedback. We’ve already made improvements for mobile and tablet views, with more usability enhancements (especially for smaller screens) coming over the next few months.
Beyond the Investments tab, we’ve added a registry filter to the tasks tab to make reconciling dividends against share registry data easier. This filter appears for portfolios containing investments with supported registry data (Australian and New Zealand markets). We’ve also calculated the average buy price in portfolio currency for precious metals, now shown on both the holdings page and the investments tab.
To improve our dividend reinvestment functionality, we’ve introduced a new “no rounding” option for dividend reinvestment plans (DRPs/DRIPs), supporting fractional shares where platforms allow them. This setting is available on the “edit holding” tab of the holding page for investments where Sharesight supports DRPs. We have also improved calculation performance so portfolios with unconfirmed dividends and reinvestments load faster.
New functionality / enhancements
- Released the new Investments tab (previously named Overview) to all users — this includes new graph types, customisable columns and a customisable date range
- Added average buy price as an optional additional column on the Investments tab
- Added a share registry filter to the Tasks tab
- Added a new ‘no rounding’ dividend reinvestment plan option to support arrangements that award fractional shares
- Improved the loading speed for portfolios with unconfirmed dividends and reinvestments
- Added the the average buy price for precious metals investments (in portfolio currency)
- Refined the sign up and email confirmation process to align with security best practices
- Improvements to the mobile app:
- Introduced three new preselect date ranges (Yesterday, YTD and FY)
- Included the dollar and percentage values on the holding table
- Included display of sub totals in collapsed rows
- Added a price and average buy price comparison chart.
Broker import functionality
- Added support for trade confirmations from one additional broker
- Added support for two new brokers’ trade files.
FURTHER READING
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