Blog

Sharesight release notes - August 2021

by Scott Ryburn, CTO, Sharesight | Sep 8th 2021

This month we’ve continued to make a number of improvements to the new Multi-Period Report. A reminder that this is available as a preview for Expert plan customers with beta features enabled. This report will be available to all Expert and Pro users very soon, keep your eyes peeled for an update.

New Functionality / Enhancements

  • Improvements to increase coverage of ex-distribution exit prices for managed funds
  • Layout and design improvements to header and footer
  • Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
  • Various improvements to the new Multi-Period Report

FURTHER READING

Active vs passive investing

Active vs. passive investing

by Stephanie Stefanovic | Aug 5th 2026

What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.

Sharesight multi asset tracker

Why Sharesight is the best multi-asset portfolio tracker

by Stephanie Stefanovic | Aug 1st 2026

We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.

Family office taxes

Why tax time is so painful for family offices — and what to do about it

by Stephanie Stefanovic | Jul 28th 2026

We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.