# Sharesight features **URL:** https://community.sharesight.com/c/sharesight-features/7.md [Latest](https://community.sharesight.com/latest.md) · [Categories](https://community.sharesight.com/categories.md) · [Tags](https://community.sharesight.com/tags.md) --- ## [Sharesight Release Notes - Ongoing List](https://community.sharesight.com/t/sharesight-release-notes-ongoing-list/923)
**Author:** [@Matt\_Sharesight](https://community.sharesight.com/u/Matt_Sharesight)\ **Replies:** 3\ **Last updated:** [23 March 2024 05:08 UTC](https://community.sharesight.com/t/sharesight-release-notes-ongoing-list/923 "2024-03-23T05:08:53Z")
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… --- ## [Desktop format has changed-time periods missing](https://community.sharesight.com/t/desktop-format-has-changed-time-periods-missing/2053)
**Author:** [@Diversify\_N\_Hold](https://community.sharesight.com/u/Diversify_N_Hold)\ **Replies:** 19\ **Last updated:** [3 October 2026 11:33 UTC](https://community.sharesight.com/t/desktop-format-has-changed-time-periods-missing/2053 "2026-10-03T11:33:03Z")
The format seems to have changed. The date range 2 years and 5 years seems to have gone ? Can we have them back please ? Or let us customise the time period buttons available ? Thanks --- ## [Cost Base Adjustment Display](https://community.sharesight.com/t/cost-base-adjustment-display/2068)
**Author:** [@thermocline](https://community.sharesight.com/u/thermocline)\ **Replies:** 1\ **Last updated:** [22 September 2026 21:39 UTC](https://community.sharesight.com/t/cost-base-adjustment-display/2068 "2026-09-22T21:39:19Z")
Hi all, I’m reviewing last FY’s Vanguard distributions and noticed something about how cost base adjustments are displayed. This is from the Vanguard statement showing a cost base increase: Here’s what that looks like… --- ## [Mix of issuer sponsored/CHESS, DRP/dividend - how to proceed](https://community.sharesight.com/t/mix-of-issuer-sponsored-chess-drp-dividend-how-to-proceed/2187)
**Author:** [@kneblobster](https://community.sharesight.com/u/kneblobster)\ **Replies:** 5\ **Last updated:** [12 September 2026 12:16 UTC](https://community.sharesight.com/t/mix-of-issuer-sponsored-chess-drp-dividend-how-to-proceed/2187 "2026-09-12T12:16:08Z")
I am getting I’m set up on ShareSight and I’m puzzled about the best way to proceed since for my wife has a mix of issue-sponsored and chess shares, with some being DRP in one and not the other. It seems like if I set t… --- ## [Comparing Fund Performances](https://community.sharesight.com/t/comparing-fund-performances/2220)
**Author:** [@Diversify\_N\_Hold](https://community.sharesight.com/u/Diversify_N_Hold)\ **Replies:** 0\ **Last updated:** [15 August 2026 23:50 UTC](https://community.sharesight.com/t/comparing-fund-performances/2220 "2026-08-15T23:50:18Z")
When comparing fund performance in Sharesight, it would be useful if Sharesight indicated when a fund has not been available for the entire comparison period. For example, I can currently compare the 2-year performance … --- ## [Email alert Weekly portfolio summary features](https://community.sharesight.com/t/email-alert-weekly-portfolio-summary-features/2019)
**Author:** [@Diversify\_N\_Hold](https://community.sharesight.com/u/Diversify_N_Hold)\ **Replies:** 1\ **Last updated:** [12 August 2026 22:00 UTC](https://community.sharesight.com/t/email-alert-weekly-portfolio-summary-features/2019 "2026-08-12T22:00:51Z")
Email alert Weekly portfolio summary features The weekly email portfolio summary is a great feature of Sharesight. I particularly like that you can read the full name of a fund on your mobile. Can I suggest that we ha… --- ## [Vanguard VAS0010AU to VAS0002AU merge / transfer](https://community.sharesight.com/t/vanguard-vas0010au-to-vas0002au-merge-transfer/2211)
**Author:** [@HotTipper](https://community.sharesight.com/u/HotTipper)\ **Replies:** 0\ **Last updated:** [30 July 2026 12:52 UTC](https://community.sharesight.com/t/vanguard-vas0010au-to-vas0002au-merge-transfer/2211 "2026-07-30T12:52:41Z")
Hi, I’m new to Sharesight so I’m learning a lot via the forums. I have seen this thread; How to manage a transfer of shares - Managing trading & investments - Sharesight Community Forum However, I still don’t understa… --- ## [Super Fund Tracking](https://community.sharesight.com/t/super-fund-tracking/2203)
**Author:** [@sfdoddsy](https://community.sharesight.com/u/sfdoddsy)\ **Replies:** 2\ **Last updated:** [24 July 2026 09:00 UTC](https://community.sharesight.com/t/super-fund-tracking/2203 "2026-07-24T09:00:15Z")
I’ve asked for this before, but when will Sharesight include the ability to track super fund performance. I can get livish updates of my ETFs, my LICs, my shares and even my property. But I can’t get an accurate summar… --- ## [Understanding the new "Basic" plan](https://community.sharesight.com/t/understanding-the-new-basic-plan/2189)
**Author:** [@DancingCrabster](https://community.sharesight.com/u/DancingCrabster)\ **Replies:** 6\ **Last updated:** [23 June 2026 01:19 UTC](https://community.sharesight.com/t/understanding-the-new-basic-plan/2189 "2026-06-23T01:19:05Z")
I see there is a new “Basic” plan. What’s the difference between Basic and Standard with regards to this “Tax Plan”? What does the “Tax” Plan add on give? I’m confused because the Basic plan gives 30 holdings, but then … --- ## [Self generated API so users can export and manage investment decisions](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565)
**Author:** [@fraser.neil](https://community.sharesight.com/u/fraser.neil)\ **Replies:** 3\ **Last updated:** [18 June 2026 02:58 UTC](https://community.sharesight.com/t/self-generated-api-so-users-can-export-and-manage-investment-decisions/1565 "2026-06-18T02:58:59Z")
Hi all, I’ve tried to search but can’t find the functionality to do so. In short, (granted free-user) I uses a number productivity apps, mainly ‘notion’ and I would love an API I could generate a private connection to e… --- ## [Xero Integration - Multiple Currencies and Portfolios](https://community.sharesight.com/t/xero-integration-multiple-currencies-and-portfolios/2181)
**Author:** [@whitsunday](https://community.sharesight.com/u/whitsunday)\ **Replies:** 2\ **Last updated:** [1 June 2026 04:26 UTC](https://community.sharesight.com/t/xero-integration-multiple-currencies-and-portfolios/2181 "2026-06-01T04:26:43Z")
I decided to finally try the Xero integration with Sharesight for a few months up to EOFY before deciding if I commit to it longer term. Two issues I found I am trying to work through and curious on anyone else’s experi… --- ## [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?](https://community.sharesight.com/t/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/2185)
**Author:** [@abhinavr7](https://community.sharesight.com/u/abhinavr7)\ **Replies:** 0\ **Last updated:** [29 May 2026 00:49 UTC](https://community.sharesight.com/t/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/2185 "2026-05-29T00:49:37Z")
Hi everyone, I use Sharesight with Interactive Brokers via a Flex Query import. It’s currently 7:50am in Singapore, well after the NASDAQ close, but I still don’t see either updated market prices or some recently execu… --- ## [Upgrade payment not working](https://community.sharesight.com/t/upgrade-payment-not-working/2183)
**Author:** [@Wormy](https://community.sharesight.com/u/Wormy)\ **Replies:** 0\ **Last updated:** [28 May 2026 05:40 UTC](https://community.sharesight.com/t/upgrade-payment-not-working/2183 "2026-05-28T05:40:44Z")
--- ## [Sharesight app on Apple App Store and Google Play](https://community.sharesight.com/t/sharesight-app-on-apple-app-store-and-google-play/1510)
**Author:** [@Vbyte](https://community.sharesight.com/u/Vbyte)\ **Replies:** 22\ **Last updated:** [18 May 2026 07:39 UTC](https://community.sharesight.com/t/sharesight-app-on-apple-app-store-and-google-play/1510 "2026-05-18T07:39:08Z")
Hi Sharesight, Been enjoying using your app for a few years now. • Why do you want it? Noticed your legacy app on the Apple Store has now failed. It was an excellent app I continued to use. Gave a quick one click snap… --- ## [European markets same-day price updates](https://community.sharesight.com/t/european-markets-same-day-price-updates/2139)
**Author:** [@Willifog72](https://community.sharesight.com/u/Willifog72)\ **Replies:** 2\ **Last updated:** [15 May 2026 16:03 UTC](https://community.sharesight.com/t/european-markets-same-day-price-updates/2139 "2026-05-15T16:03:59Z")
When can we expected same-day pricing updates for other European markets besides LSE? The most important ones should be XETRA, EURONEXT, FRANKFURT in my opinion. Thanks --- ## [Forum Search facility](https://community.sharesight.com/t/forum-search-facility/1600)
**Author:** [@js.mcskimming](https://community.sharesight.com/u/js.mcskimming)\ **Replies:** 9\ **Last updated:** [13 May 2026 06:59 UTC](https://community.sharesight.com/t/forum-search-facility/1600 "2026-05-13T06:59:02Z")
Maybe I’m blind and this is a stupid question but where is a simple text search feature for the Forum so that relevant topics can be readily found? I cannot think of any other forum I use that doesn’t provide this highl… --- ## [New release: Bulk import cash transactions into cash account](https://community.sharesight.com/t/new-release-bulk-import-cash-transactions-into-cash-account/543)
**Author:** [@KennyW](https://community.sharesight.com/u/KennyW)\ **Replies:** 20\ **Last updated:** [8 May 2026 01:54 UTC](https://community.sharesight.com/t/new-release-bulk-import-cash-transactions-into-cash-account/543 "2026-05-08T01:54:31Z")
It looks like for the cash accounts there is no bulk upload option. I don’t think I can do this with the standard share upload feature. Please correct me if I am wrong here. For me it would be great to be able to upload … --- ## [Free account choose which 10 to track](https://community.sharesight.com/t/free-account-choose-which-10-to-track/2161)
**Author:** [@be2408](https://community.sharesight.com/u/be2408)\ **Replies:** 1\ **Last updated:** [7 May 2026 23:52 UTC](https://community.sharesight.com/t/free-account-choose-which-10-to-track/2161 "2026-05-07T23:52:46Z")
I’m on the free plan and I have more than 10 investment holdings, is it possible to choose which 10 I would like to track? --- ## [Help setting up correctly.](https://community.sharesight.com/t/help-setting-up-correctly/2126)
**Author:** [@melanieh2026](https://community.sharesight.com/u/melanieh2026)\ **Replies:** 0\ **Last updated:** [29 March 2026 05:27 UTC](https://community.sharesight.com/t/help-setting-up-correctly/2126 "2026-03-29T05:27:14Z")
Hi, I’ve manually put all my SMART ETFs, Kernel Funds and Milford Kiwisaver into Sharesight but it doesn’t seem to be tracking correctly. Is there someone I can go to for assistance with set up? I would really like to sp… --- ## [Sharing access to a portfolio](https://community.sharesight.com/t/sharing-access-to-a-portfolio/2096)
**Author:** [@Shinsko](https://community.sharesight.com/u/Shinsko)\ **Replies:** 1\ **Last updated:** [13 February 2026 04:09 UTC](https://community.sharesight.com/t/sharing-access-to-a-portfolio/2096 "2026-02-13T04:09:01Z")
Is it possible to see how many times a user has viewed a portfolio you gave them access to view? --- ## [Average buy price added to Investment (Overview) page](https://community.sharesight.com/t/average-buy-price-added-to-investment-overview-page/1470)
**Author:** [@sharevision](https://community.sharesight.com/u/sharevision)\ **Replies:** 28\ **Last updated:** [6 February 2026 01:30 UTC](https://community.sharesight.com/t/average-buy-price-added-to-investment-overview-page/1470 "2026-02-06T01:30:58Z")
• What feature do you want to see in Sharesight? Cost base/share on the Overview page as a column next to Price. • Why do you want it? Easy access to cost base. • How is this affecting you? Currently I have to open … --- ## [One graph showing performance of all holdings](https://community.sharesight.com/t/one-graph-showing-performance-of-all-holdings/857)
**Author:** [@bricla](https://community.sharesight.com/u/bricla)\ **Replies:** 2\ **Last updated:** [4 February 2026 17:53 UTC](https://community.sharesight.com/t/one-graph-showing-performance-of-all-holdings/857 "2026-02-04T17:53:58Z")
Hi there. New user using the free version. Is there a way to show a graph with all holdings performance plotted on it - ie. similar to the consolidated graph that shows the performance of you whole portfolio over time, i… --- ## [Dividend yield and yield on cost added to holding page](https://community.sharesight.com/t/dividend-yield-and-yield-on-cost-added-to-holding-page/1001)
**Author:** [@Andarras](https://community.sharesight.com/u/Andarras)\ **Replies:** 4\ **Last updated:** [13 January 2026 04:19 UTC](https://community.sharesight.com/t/dividend-yield-and-yield-on-cost-added-to-holding-page/1001 "2026-01-13T04:19:03Z")
• What feature do you want to see in Sharesight? Past Dividend Yields, or link to an external service that provides these • Why do you want it? Estimate future income beyond officially released Dividend Announcements … --- ## [autocorrecting trade dates](https://community.sharesight.com/t/autocorrecting-trade-dates/2077)
**Author:** [@price1d](https://community.sharesight.com/u/price1d)\ **Replies:** 0\ **Last updated:** [6 January 2026 08:56 UTC](https://community.sharesight.com/t/autocorrecting-trade-dates/2077 "2026-01-06T08:56:45Z")
As an Australian investor with US holdings (and a USD portfolio setup in Sharesight) I want to enter trade dates in US date/time zone yet every date I enter in a trade/distributoin (without using the date picker) is auto… --- ## [Interactive Broker web service don't work](https://community.sharesight.com/t/interactive-broker-web-service-dont-work/2076)
**Author:** [@pcsmt](https://community.sharesight.com/u/pcsmt)\ **Replies:** 0\ **Last updated:** [6 January 2026 01:16 UTC](https://community.sharesight.com/t/interactive-broker-web-service-dont-work/2076 "2026-01-06T01:16:53Z")
I followed the steps here ( Interactive Brokers | Sharesight UK ) to create a web service connection. I want to get a tax report but get the message “There are no dividends, distributions or interest payments received wi… --- ## [How to export portfolio summary page to Excel in the new UI?](https://community.sharesight.com/t/how-to-export-portfolio-summary-page-to-excel-in-the-new-ui/2069)
**Author:** [@Michael\_R](https://community.sharesight.com/u/Michael_R)\ **Replies:** 0\ **Last updated:** [20 December 2025 07:16 UTC](https://community.sharesight.com/t/how-to-export-portfolio-summary-page-to-excel-in-the-new-ui/2069 "2025-12-20T07:16:29Z")
In the old UI - in the lack of CSV/XLS export function - it was easy to copy/paste rows from the portfolio summary page to Excel. They pasted neatly by row. In the new UI (beta), this breaks because the paste results spe… --- ## [No capital gains calculation](https://community.sharesight.com/t/no-capital-gains-calculation/2062)
**Author:** [@InitFin](https://community.sharesight.com/u/InitFin)\ **Replies:** 0\ **Last updated:** [16 December 2025 09:53 UTC](https://community.sharesight.com/t/no-capital-gains-calculation/2062 "2025-12-16T09:53:47Z")
Hi strangers, Lately I have noticed that the capital gains calculation in one of my portfolios and specifically in 4 securities ( 2ETH, CBTC, ASUI, VSOL) is greyed out and zero. The problem arises when the time filter … --- ## [HelpBot issue](https://community.sharesight.com/t/helpbot-issue/2060)
**Author:** [@plc49t](https://community.sharesight.com/u/plc49t)\ **Replies:** 1\ **Last updated:** [15 December 2025 00:41 UTC](https://community.sharesight.com/t/helpbot-issue/2060 "2025-12-15T00:41:54Z")
I noted a problem with the new beta Overview page on Saturday 13th Dec. I reported it and got a reply from the HelpBot. That involved a number of qualifying questions and answers before the HelpBot confirmed the problem … --- ## [Tasks tab: bulk confirm portfolio transactions](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489)
**Author:** [@merlinbs](https://community.sharesight.com/u/merlinbs)\ **Replies:** 5\ **Last updated:** [10 December 2025 10:29 UTC](https://community.sharesight.com/t/tasks-tab-bulk-confirm-portfolio-transactions/489 "2025-12-10T10:29:29Z")
• I find confirming transactions cumbersome and inefficient. It is good to be able to see the unconfirmed transactions in the Overview but to confirm each transaction I need to click on the holding, click on “edit” under… --- ## [2nd of the month and no closing prices as usual](https://community.sharesight.com/t/2nd-of-the-month-and-no-closing-prices-as-usual/2052)
**Author:** [@yellowdog](https://community.sharesight.com/u/yellowdog)\ **Replies:** 1\ **Last updated:** [4 December 2025 00:34 UTC](https://community.sharesight.com/t/2nd-of-the-month-and-no-closing-prices-as-usual/2052 "2025-12-04T00:34:44Z")
It’s 9:16pm. No surprise but, as usual at around this point in the month, no closing prices are available for Australian shares. We have 3:59pm prices. We want 4:10pm prices to download historical costs to update our dat… [Next page](https://community.sharesight.com/c/sharesight-features/7.md?page=1)