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

Investor confidence

Why investors are more informed, yet less confident than ever

by Stephanie Stefanovic | Feb 19th 2026

More information doesn't always mean more confidence. Learn what's driving the client engagement gap and how advisers can close it.

Sharesight product updates February 2026

Sharesight product updates – February 2026

by Milly Brent, Business Analyst at Sharesight | Feb 11th 2026

This month's key focus was on the rollout of the new Investments tab to all users, along with various enhancements across web and mobile.

Top 20 NZ dashboard (5)

Top trades by New Zealand Sharesight users — January 2026

by Stephanie Stefanovic | Feb 9th 2026

Welcome to the January 2026 edition of our trading snapshot for New Zealand investors, where we look at the top 20 trades made by New Zealand Sharesight users.