Sold Shares Report
In the latest Sharesight update we have put some finishing touches on the Sold Shares Report which includes links back to the Share Details page for each share on the report. This is really handy if you need to edit historic dividend or trade details for a share that you have sold out of.
The sold shares report shows capital, dividend, and currency gains associated with shares that have been sold and are therefore not reported under your current holdings. As with the main portfolio page, the return figures in the report may be displayed in dollars or as annualised percentages.
Other recent changes include the addition of a quantity column on the main portfolio page to show the total quantity of shares owned for each holding (by popular demand!). Thanks to everyone who has provided feedback, and please keep it coming!
Sharesight nominated for 2025 Wealth Tech Innovator of the Year
Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.
Prepare your annual accounts with our historical cost report
Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.
Sharesight product updates – July 2025
This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.