Sharesight product updates – March 2026
This month we made several improvements to portfolio navigation, continued refining the Investments tab experience, added support for ASX-listed IPO stock trades, and improved the clarity of Xero sync status. We also made a few small updates to our mobile app.
To start, we’ve streamlined portfolio navigation to reduce clutter and prepare for future features. Specifically, we’ve removed the Brokers tab — all broker import functionality remains fully accessible via the ‘Add investments’ button on the Investments tab. Additionally, the Reports tab has been split into new Tax and Tools tabs, paving the way to adding more tools in future and planned enhancements to tax functionality (starting with Australian portfolios). All existing reports remain available, now organised under the new headings.
Meanwhile, we’ve continued to refine the investments tab based on customer feedback. We’ve made the layout more compact for users who prefer to hide the graph, and added a new option to hide logos (under ‘Edit table’) for users who wish to reduce clutter. The mobile view and layout on other smaller screens has also been refined to maximise the use of space.
Finally, for users who sync transactions to Xero, we’ve updated how we display these during the Xero sync process. Previously, a "Pending" (grey) status only appeared after data was sent to Xero; now, however, we’ve expanded this to include the internal queuing phase. This gives users improved visibility when syncing transactions on bulk, either from the tasks tab or from the Xero sync screen.
New functionality / enhancements
- Removed the Brokers tab
- Split the Reports tab into Tools and Tasks
- Improved the design and UX of the investments tab:
- Added the ability to hide logos (under ‘Edit table’)
- Condensed the layout for users who choose to hide the graph
- Maximised the use of page width for mobile and smaller screens
- Added support for trades of IPO stocks on the ASX
- Improved clarity/visibility of the status of transactions pending sync to Xero
- Minor mobile app updates (including displaying the price update datetime and showing the average buy price for precious metals holdings).
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.