Sharesight Community Forum

Topic	Replies	Views	Activity
Sharesight Release Notes - Ongoing List Sharesight features Hello all, This is an ongoing log of all reported development & design changes/updates made to the Sharesight platform each month for the most recent years of development. It serves as a single archive of everything th…	3	5362	23 March 2024
Icebreaker question for new members Discussions & news What was the best book, blog, podcast or YouTube channel that helped you in your investing journey?	124	9341	5 August 2025
Welcome to Sharesight's Community Forum Discussions & news	14	4350	4 February 2026
Importing Hargreaves Lansdown transaction history Brokers & apps broker , hargreaves , transaction-history	4	16	19 June 2026
Super Fund Tracking Sharesight features	0	8	18 June 2026
Gross vs Net income Reporting & tax	0	4	18 June 2026
Record investment in multiple broker accounts and group by broker Sharesight features	0	5	18 June 2026
Grouping by Broker on portfolio page New feature ideas broker	0	5	18 June 2026
Self generated API so users can export and manage investment decisions Sharesight features	3	313	18 June 2026
PLOT/GRAPH RELATIVE HOLDING PERFORMANCE Global performance-return	0	4	17 June 2026
Please you bring back the "Next Holding" button in the holding page. New feature ideas	1	206	17 June 2026
What happens if original holding is removed after merger? Corporate action	0	7	17 June 2026
Mix of issuer sponsored/CHESS, DRP/dividend - how to proceed Sharesight features	1	17	17 June 2026
Dark mode/theme New feature ideas ux	16	723	16 June 2026
total return including gross and not net distributions Reporting & tax performance-return , dividends	7	143	12 June 2026
Holdings transfer between portfolios New feature ideas	30	2765	8 June 2026
CASH ACCOUNT ISSUES New feature ideas	2	355	4 June 2026
My WISE \| LSE position is marked 'Delisted' since it moved to Nasdaq Managing trading & investments delisted , lse , nasdaq	1	16	4 June 2026
AMIT entry on free plan Reporting & tax	7	283	2 June 2026
Understanding the new "Basic" plan Sharesight features	3	64	2 June 2026
Xero Integration - Multiple Currencies and Portfolios Sharesight features xero	2	25	1 June 2026
Total in the All Trades Reports - In Fact in All Reports New feature ideas reports	0	11	31 May 2026
Short and long call/put options New feature ideas	37	5700	31 May 2026
Adding Open Short Positions New feature ideas	31	1983	31 May 2026
Best US ETFs Mix for Portfolio Discussions & news discussion , analysis	48	4165	31 May 2026
Tag transactions by broker New feature ideas broker , filter	11	984	31 May 2026
For users importing Interactive Brokers data via Flex Query, what is the typical turnaround time for Sharesight to update US market prices and newly executed trades after the NASDAQ closes? Sharesight features broker , sync	0	7	29 May 2026
Upgrade payment not working Sharesight features	0	16	28 May 2026
Accounting for Withholding tax compensation payment Reporting & tax tax	0	14	28 May 2026
Why does VBND calculation not include distributions Reporting & tax	1	24	21 May 2026

Sharesight Release Notes - Ongoing List

Hello all, This is an ongoing log of all reported development & design changes/updates made to the Sharesight platform each month for the most recent years of development. It serves as a single archive of everything th…