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

Sharesight product updates July 2026

Sharesight product updates – July 2026

by Ben Clendon | Jul 21st 2026

This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.

Sharesight share portfolio with accountant

Save time and money by sharing your portfolio with your accountant

by Stephanie Stefanovic | Jul 14th 2026

It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.

Morningstar commentary on top trades of the financial year

Morningstar analyses Australian investors' top trades of FY26

by Tyger Fitzpatrick, Associate Investment Specialist, Morningstar Australia | Jul 9th 2026

Morningstar analyses Australian Sharesight users' top trades of FY25/26. Keep reading to see some of the most notable picks from the year.