Sharesight features


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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 dating back to the start of 2020 onward. It serves as a single archive of everything tha…

5 672 8 April 2022
Sharesight for prev bought shares
0 14 23 September 2022
Partial transfer of holdings between portfolios? (employee share scheme)
1 21 20 September 2022
How to enter inherited shares in Australia.
1 45 13 September 2022
MARKET Column in .csv data file
3 43 1 September 2022
Difference between unrealised capital gain and overview capital gain?
3 93 31 August 2022
Deleting of unwanted or needed e-mails in the trade confirmation e-mail inbox
0 46 29 August 2022
Can't change average cost per share for company mergers
0 45 28 August 2022
How do i forward confirmation trade from independentreserve
2 95 27 August 2022
Portfolio overall return % vs benchmark % in the graph chart
3 51 24 August 2022
Data Transfer from Broker
1 55 23 August 2022
Retiring the Sharesight Reader app - Accessing Sharesight on your mobile device
0 53 22 August 2022
Unpaid Trade Adjustment
2 54 17 August 2022
RBC Import Error
3 177 15 August 2022
What time do Vanguard Mutual Fund prices update?
3 57 14 August 2022
Share price different from trading platform
1 60 1 August 2022
Two holdings of one stock in the same portfolio
1 72 26 July 2022
Benchmarking
6 304 18 July 2022
How to record VGMF ETF Termination
1 59 15 July 2022
Earliest date for auto dividend investment (ASX)
0 51 13 July 2022
Tracking Option sales on calls & Puts
1 54 13 July 2022
How to transfer holdings between portfolios
1 83 29 June 2022
Xero guides - Managed Fund Statements (part 1)
2 677 21 June 2022
Sharesight's API - Share your best and most interesting uses!
5 550 3 June 2022
importing from multiple accounts/platforms
1 78 29 May 2022
Tracking managed funds
1 214 28 April 2022
Convertible Notes - Start-up/Angel Investing
4 209 8 April 2022
Data upload maximums
1 101 30 March 2022
Holdings transfer between portfolios
4 289 29 March 2022
IG.com pdf statement upload errors
4 141 14 March 2022