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


Track AJ Bell trades with Sharesight

Track your AJ Bell trades with Sharesight

by Stephanie Stefanovic | Jun 20th 2024

If you trade using UK broker AJ Bell, you can automatically track the performance of your trades using Sharesight's portfolio tracker.

Sharesight email alerts

Stay on top of your Sharesight portfolio with email alerts

by Stephanie Stefanovic | Jun 17th 2024

Sharesight makes it easy to stay on top of your portfolio with email alerts for corporate actions, share price changes and weekly performance summaries.

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.