# Latest **URL:** https://community.sharesight.com/latest.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… --- ## [Icebreaker question for new members](https://community.sharesight.com/t/icebreaker-question-for-new-members/258)
**Author:** [@emily](https://community.sharesight.com/u/emily)\ **Replies:** 124\ **Last updated:** [5 August 2025 00:02 UTC](https://community.sharesight.com/t/icebreaker-question-for-new-members/258 "2025-08-05T00:02:59Z")
How did you first discover Sharesight? What do you like/dislike about Sharesight the most? How long have you been investing & what got you into investing in the first place? What was the best book, blog, podcast or YouT… --- ## [Welcome to Sharesight's Community Forum](https://community.sharesight.com/t/welcome-to-sharesights-community-forum/7)
**Author:** [@system](https://community.sharesight.com/u/system)\ **Replies:** 14\ **Last updated:** [4 February 2026 11:58 UTC](https://community.sharesight.com/t/welcome-to-sharesights-community-forum/7 "2026-02-04T11:58:00Z")
Welcome to Sharesight’s Community Forum, a place where like-minded people can connect and share their wealth of investment knowledge. Our objective is to create a community where you can: Learn more about finance and … --- ## [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… --- ## [INVESTNOW Broker option](https://community.sharesight.com/t/investnow-broker-option/864)
**Author:** [@BizWiz007](https://community.sharesight.com/u/BizWiz007)\ **Replies:** 21\ **Last updated:** [12 September 2026 07:52 UTC](https://community.sharesight.com/t/investnow-broker-option/864 "2026-09-12T07:52:44Z")
Can you advise if INVESTNOW will be added to the list of brokers we can do an automatic import from? --- ## [Recording stamp duty on transactions](https://community.sharesight.com/t/recording-stamp-duty-on-transactions/1059)
**Author:** [@Shelving7129](https://community.sharesight.com/u/Shelving7129)\ **Replies:** 2\ **Last updated:** [9 September 2026 02:39 UTC](https://community.sharesight.com/t/recording-stamp-duty-on-transactions/1059 "2026-09-09T02:39:23Z")
How should we record stamp duty on a transaction? The only option seems to be to add it to the brokers fee, which doesn’t really make sense? Thanks. --- ## [Allowing negative values for interest, to support accrued interest on the purchase of UK gilts](https://community.sharesight.com/t/allowing-negative-values-for-interest-to-support-accrued-interest-on-the-purchase-of-uk-gilts/2221)
**Author:** [@IanD](https://community.sharesight.com/u/IanD)\ **Replies:** 0\ **Last updated:** [21 August 2026 07:42 UTC](https://community.sharesight.com/t/allowing-negative-values-for-interest-to-support-accrued-interest-on-the-purchase-of-uk-gilts/2221 "2026-08-21T07:42:09Z")
• What feature do you want to see in Sharesight? Allow negative values to be applied to interest transactions • Why do you want it? UK gilts that are purchased in the market include a value for accrued interest, which c… --- ## [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 … --- ## [Percentage Gain Feature Request](https://community.sharesight.com/t/percentage-gain-feature-request/2219)
**Author:** [@IanBrook](https://community.sharesight.com/u/IanBrook)\ **Replies:** 0\ **Last updated:** [15 August 2026 11:42 UTC](https://community.sharesight.com/t/percentage-gain-feature-request/2219 "2026-08-15T11:42:08Z")
Percentage gain is shown as p.a. in the Portfolio or Stock Views. It would great to be able to select the option to view Total Percentage Gain since the stock was purchased. --- ## [Feature Request: Include Exchange Rates in CGT Report for Foreign/US Assets](https://community.sharesight.com/t/feature-request-include-exchange-rates-in-cgt-report-for-foreign-us-assets/2218)
**Author:** [@s.crossley](https://community.sharesight.com/u/s.crossley)\ **Replies:** 0\ **Last updated:** [15 August 2026 08:35 UTC](https://community.sharesight.com/t/feature-request-include-exchange-rates-in-cgt-report-for-foreign-us-assets/2218 "2026-08-15T08:35:40Z")
• What feature do you want to see in Sharesight? I want the Australian Capital Gains Tax (CGT) report to explicitly include the historical exchange rates used for both the cost base and the sales value, alongside the ind… --- ## [Parcel selection](https://community.sharesight.com/t/parcel-selection/472)
**Author:** [@Naedish](https://community.sharesight.com/u/Naedish)\ **Replies:** 24\ **Last updated:** [15 August 2026 01:08 UTC](https://community.sharesight.com/t/parcel-selection/472 "2026-08-15T01:08:50Z")
• What feature do you want to see in Sharesight? Ability to select which shares from which parcel you are selling. Currently ShareSight only supports the following options - First In, First Out (default method) – Sha… --- ## [More info on the weekly portfolio email report](https://community.sharesight.com/t/more-info-on-the-weekly-portfolio-email-report/1711)
**Author:** [@Melbourne\_Money\_Man](https://community.sharesight.com/u/Melbourne_Money_Man)\ **Replies:** 3\ **Last updated:** [12 August 2026 22:02 UTC](https://community.sharesight.com/t/more-info-on-the-weekly-portfolio-email-report/1711 "2026-08-12T22:02:30Z")
• What feature do you want to see in Sharesight? With the weekly portfolio email report, please include the overall change, ie change for the week and change since purchased. Also display the $ value change not just the… --- ## [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… --- ## [Section 104 Calculations for a FIC - Does Share Sight support this?](https://community.sharesight.com/t/section-104-calculations-for-a-fic-does-share-sight-support-this/2217)
**Author:** [@beekay22](https://community.sharesight.com/u/beekay22)\ **Replies:** 0\ **Last updated:** [11 August 2026 16:46 UTC](https://community.sharesight.com/t/section-104-calculations-for-a-fic-does-share-sight-support-this/2217 "2026-08-11T16:46:54Z")
Hi all I have a FIC that I manage myself. Naturally I want to regularly check in on the current financial year of the FIC to understand what my liabilities from a corporation tax perspective are as its expensive to have… --- ## [Beat the Benchmark](https://community.sharesight.com/t/beat-the-benchmark/898)
**Author:** [@Lew](https://community.sharesight.com/u/Lew)\ **Replies:** 47\ **Last updated:** [10 August 2026 19:24 UTC](https://community.sharesight.com/t/beat-the-benchmark/898 "2026-08-10T19:24:27Z")
I seek to correspond with serious investors that strive to construct portfolios that outperform their respective benchmarks on a risk adjusted basis. The components of a portfolio should be drawn from components of its … --- ## [Best US ETFs Mix for Portfolio](https://community.sharesight.com/t/best-us-etfs-mix-for-portfolio/978)
**Author:** [@Lew](https://community.sharesight.com/u/Lew)\ **Replies:** 49\ **Last updated:** [10 August 2026 19:18 UTC](https://community.sharesight.com/t/best-us-etfs-mix-for-portfolio/978 "2026-08-10T19:18:56Z")
This topic is obviously a knockoff of slider77’s topic, but I would like to get a measure of interest in discussing US investments at Sharesight. The plan is to suggest a portfolio of about a dozen US ETFs each month fo… --- ## [Bulk price upload for custom investments](https://community.sharesight.com/t/bulk-price-upload-for-custom-investments/636)
**Author:** [@Tcs106](https://community.sharesight.com/u/Tcs106)\ **Replies:** 4\ **Last updated:** [10 August 2026 08:31 UTC](https://community.sharesight.com/t/bulk-price-upload-for-custom-investments/636 "2026-08-10T08:31:05Z")
It would be amazing to be able to import daily prices from a single .csv or .xlsx file for more than one custom investment at a time. I have around 80 custom investments that are currently not supported by ShareSight an… --- ## [Report Request - cash movement](https://community.sharesight.com/t/report-request-cash-movement/2216)
**Author:** [@chocbudda](https://community.sharesight.com/u/chocbudda)\ **Replies:** 0\ **Last updated:** [10 August 2026 07:31 UTC](https://community.sharesight.com/t/report-request-cash-movement/2216 "2026-08-10T07:31:02Z")
I would like to create a report that shows performance along with deposits and withdrawals? Is there such a thing? --- ## [Managed Fund Tax Statement Reconciliation](https://community.sharesight.com/t/managed-fund-tax-statement-reconciliation/534)
**Author:** [@Stephen](https://community.sharesight.com/u/Stephen)\ **Replies:** 91\ **Last updated:** [9 August 2026 18:06 UTC](https://community.sharesight.com/t/managed-fund-tax-statement-reconciliation/534 "2026-08-09T18:06:12Z")
Almost everything in Sharesight makes tax time simple, except when trying to reconcile annual tax statements from managed funds (and ETFs) with the ‘Enter Annual Tax Statement Components’ option in the Taxable Income Rep… --- ## [Cash Account interest in Portfolio Total Return calculation](https://community.sharesight.com/t/cash-account-interest-in-portfolio-total-return-calculation/2215)
**Author:** [@dorlo01](https://community.sharesight.com/u/dorlo01)\ **Replies:** 1\ **Last updated:** [7 August 2026 03:37 UTC](https://community.sharesight.com/t/cash-account-interest-in-portfolio-total-return-calculation/2215 "2026-08-07T03:37:20Z")
• What feature do you want to see in Sharesight? Interest received on cash accounts added to the Total Return on the portfolio home page. • Why do you want it? The Total Return is currently understated where a decent am… --- ## [Virtual Investor Club](https://community.sharesight.com/t/virtual-investor-club/1485)
**Author:** [@Lew](https://community.sharesight.com/u/Lew)\ **Replies:** 25\ **Last updated:** [6 August 2026 18:00 UTC](https://community.sharesight.com/t/virtual-investor-club/1485 "2026-08-06T18:00:34Z")
Popularity of American investor clubs peaked in the 1990’s. They have been recently making somewhat of a comeback. I use technical means to screen for stocks I expect to outperform. I plan to list several of those sto… --- ## [Transfers between cash accounts](https://community.sharesight.com/t/transfers-between-cash-accounts/623)
**Author:** [@MattPP](https://community.sharesight.com/u/MattPP)\ **Replies:** 6\ **Last updated:** [5 August 2026 11:28 UTC](https://community.sharesight.com/t/transfers-between-cash-accounts/623 "2026-08-05T11:28:38Z")
• What feature do you want to see in Sharesight? I want to be able to transfer funds between Sharesight cash accounts • Why do you want it? So that I don’t have to do separate debits and credits • How is this affecti… --- ## [Inconsistent report generation and naming](https://community.sharesight.com/t/inconsistent-report-generation-and-naming/2213)
**Author:** [@mark\_from\_briz](https://community.sharesight.com/u/mark_from_briz)\ **Replies:** 0\ **Last updated:** [5 August 2026 03:21 UTC](https://community.sharesight.com/t/inconsistent-report-generation-and-naming/2213 "2026-08-05T03:21:11Z")
Hi Guys, I’ve just been running the Taxable income and Capital gains tax reports and i noticed that there is inconsistency between the way they are generated and the naming of the excel output files. The Taxable income… --- ## [How to review distribution composition if I have multple brokers](https://community.sharesight.com/t/how-to-review-distribution-composition-if-i-have-multple-brokers/2212)
**Author:** [@SelfishSailfish](https://community.sharesight.com/u/SelfishSailfish)\ **Replies:** 0\ **Last updated:** [2 August 2026 15:30 UTC](https://community.sharesight.com/t/how-to-review-distribution-composition-if-i-have-multple-brokers/2212 "2026-08-02T15:30:51Z")
First, VGS.AX distribution shows a big Unfranked amount and a tiny Foreign source income. I think VGS distribution is all from ex-Australian equity, so how can the foreign source income portion so small? My 2nd quest… --- ## [CASH ACCOUNT ISSUES](https://community.sharesight.com/t/cash-account-issues/1490)
**Author:** [@TimE](https://community.sharesight.com/u/TimE)\ **Replies:** 3\ **Last updated:** [2 August 2026 11:33 UTC](https://community.sharesight.com/t/cash-account-issues/1490 "2026-08-02T11:33:09Z")
• What feature do you want to see in Sharesight? Without doubt Cash Account functionality is the weakest feature in Sharesight. Improved multicurrency support Select cash account by trade Transfer between cash … --- ## [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… --- ## [Missing data for Australian franking credits from a New Zealand franking company for ETFs](https://community.sharesight.com/t/missing-data-for-australian-franking-credits-from-a-new-zealand-franking-company-for-etfs/1438)
**Author:** [@YKAPQTEZ](https://community.sharesight.com/u/YKAPQTEZ)\ **Replies:** 6\ **Last updated:** [29 July 2026 23:02 UTC](https://community.sharesight.com/t/missing-data-for-australian-franking-credits-from-a-new-zealand-franking-company-for-etfs/1438 "2026-07-29T23:02:44Z")
I think there’s a bug in Sharesight’s data sourcing for the tax reporting for at least one Australian ETF. The “Australian franking credits from a New Zealand franking company” field is zero in my Taxable income report (… --- ## [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… --- ## [Record investment in multiple broker accounts and group by broker](https://community.sharesight.com/t/record-investment-in-multiple-broker-accounts-and-group-by-broker/2201)
**Author:** [@domjammoo](https://community.sharesight.com/u/domjammoo)\ **Replies:** 1\ **Last updated:** [24 July 2026 06:05 UTC](https://community.sharesight.com/t/record-investment-in-multiple-broker-accounts-and-group-by-broker/2201 "2026-07-24T06:05:50Z")
Hi all. Noob question. I hold the same ETF in two different accounts (Pension with one firm, General account with another). I can’t seem to find a way to create two versions of the investment, as it always seems to att… [Next page](https://community.sharesight.com/latest.md?page=1)