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

Tax loss selling

Tax loss selling for Australian investors

by Stephanie Stefanovic | Apr 30th 2026

A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.

EOFY checklist for investors

EOFY checklist for Australian investors

by Stephanie Stefanovic | Apr 30th 2026

Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.

Product updates Sharesight

Sharesight product updates – April 2026

by Milly Brent, Business Analyst at Sharesight | Apr 16th 2026

This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.