# Latest

**URL:** https://community.sharesight.com/latest.md?page=4

[Latest](https://community.sharesight.com/latest.md) · [Categories](https://community.sharesight.com/categories.md) · [Tags](https://community.sharesight.com/tags.md)

**Page:** 5

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## [Improved ETF Exposure Report](https://community.sharesight.com/t/improved-etf-exposure-report/2023)

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**Author:** [@Stoinks](https://community.sharesight.com/u/Stoinks)\
**Replies:** 3\
**Last updated:** [23 November 2025 09:56 UTC](https://community.sharesight.com/t/improved-etf-exposure-report/2023 "2025-11-23T09:56:58Z")

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Hi Sharesight team, I’d like to suggest an enhancement to the ETF exposure reports. Currently, when an ETF contains other ETFs, Sharesight only shows the immediate underlying holdings. For multi-layered ETFs such as GHH…

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## [Searching the Community](https://community.sharesight.com/t/searching-the-community/2042)

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**Author:** [@pdwelle](https://community.sharesight.com/u/pdwelle)\
**Replies:** 0\
**Last updated:** [22 November 2025 15:43 UTC](https://community.sharesight.com/t/searching-the-community/2042 "2025-11-22T15:43:15Z")

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Is there a way to search the community forums and help posts. When I log in I don’t seem to see a search box.

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## [customise portfolio page?](https://community.sharesight.com/t/customise-portfolio-page/2041)

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**Author:** [@shimself](https://community.sharesight.com/u/shimself)\
**Replies:** 0\
**Last updated:** [21 November 2025 16:59 UTC](https://community.sharesight.com/t/customise-portfolio-page/2041 "2025-11-21T16:59:47Z")

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This should be a newbie question, let’s go with dummy On the main portfolio page we have at the top Cap gain, dividends, currency gain and total return all expressed as % over period or p/a Then we have the various ho…

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## [BTC treated as currency rather than as asset for gains](https://community.sharesight.com/t/btc-treated-as-currency-rather-than-as-asset-for-gains/2033)

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**Author:** [@bobski1960](https://community.sharesight.com/u/bobski1960)\
**Replies:** 4\
**Last updated:** [19 November 2025 10:47 UTC](https://community.sharesight.com/t/btc-treated-as-currency-rather-than-as-asset-for-gains/2033 "2025-11-19T10:47:51Z")

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BTC gains are reported as currency gain. Should be treated as an asset and reporting capital gains

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## [🚀 The Income Calendar is Here!](https://community.sharesight.com/t/the-income-calendar-is-here/2037)

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**Author:** [@RickyYeo](https://community.sharesight.com/u/RickyYeo)\
**Replies:** 0\
**Last updated:** [18 November 2025 00:13 UTC](https://community.sharesight.com/t/the-income-calendar-is-here/2037 "2025-11-18T00:13:20Z")

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Hi all, We are thrilled to announce the official release of the Income Calendar, a powerful new feature designed to give you a clear, visual overview of your investment income. The Income Calendar is now available to a…

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## [November 2025 Newsletter is here!](https://community.sharesight.com/t/november-2025-newsletter-is-here/2035)

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**Author:** [@Piumi\_Sharesight](https://community.sharesight.com/u/Piumi_Sharesight)\
**Replies:** 0\
**Last updated:** [13 November 2025 03:46 UTC](https://community.sharesight.com/t/november-2025-newsletter-is-here/2035 "2025-11-13T03:46:38Z")

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Click this link to read our November 2025 newsletter. Read about our new income calendar feature.

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## [How to handle WESN change to WES](https://community.sharesight.com/t/how-to-handle-wesn-change-to-wes/2031)

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**Author:** [@ozeannie](https://community.sharesight.com/u/ozeannie)\
**Replies:** 1\
**Last updated:** [13 November 2025 03:41 UTC](https://community.sharesight.com/t/how-to-handle-wesn-change-to-wes/2031 "2025-11-13T03:41:21Z")

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I had Wesfarmers shares which were originally separated into WES Ordinary shares and WESN - Partially protected ordinary shares. I entered the information for both of these in My portfolio. Then the WESN were changed by …

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## [Redownloading a holding into Sharesight from Commsec](https://community.sharesight.com/t/redownloading-a-holding-into-sharesight-from-commsec/2034)

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**Author:** [@patwales](https://community.sharesight.com/u/patwales)\
**Replies:** 1\
**Last updated:** [13 November 2025 03:20 UTC](https://community.sharesight.com/t/redownloading-a-holding-into-sharesight-from-commsec/2034 "2025-11-13T03:20:16Z")

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I inadvertently deleted a holding from my share portfolio. I don’t seem to be able to get my holding back in Sharesight. I followed the instructions for Commsec and went to the Trade Confirmation page in Commsec and put…

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## [Numerous Errors in Using Sharesight with Interactive Brokers](https://community.sharesight.com/t/numerous-errors-in-using-sharesight-with-interactive-brokers/2032)

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**Author:** [@igreen](https://community.sharesight.com/u/igreen)\
**Replies:** 1\
**Last updated:** [13 November 2025 00:08 UTC](https://community.sharesight.com/t/numerous-errors-in-using-sharesight-with-interactive-brokers/2032 "2025-11-13T00:08:46Z")

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I have been using Sharesight for years. About 12 months ago I started using Interactive Brokers. Since then, my Sharesight portfolio has become a total mess. Sharesight’s version of my portfolio has 24 different equiti…

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## [Australian closing prices not available at 7:51pm](https://community.sharesight.com/t/australian-closing-prices-not-available-at-7-51pm/2029)

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**Author:** [@yellowdog](https://community.sharesight.com/u/yellowdog)\
**Replies:** 0\
**Last updated:** [4 November 2025 08:55 UTC](https://community.sharesight.com/t/australian-closing-prices-not-available-at-7-51pm/2029 "2025-11-04T08:55:50Z")

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As usual on one day early in the month, it’s 7:51pm and the latest Australian prices are showing as at 3:58pm rather than 4:10pm. Surely Sharesight could fix the ongoing problem. It will go back to Monday night prices b…

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## [Default report download format](https://community.sharesight.com/t/default-report-download-format/2028)

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**Author:** [@cam](https://community.sharesight.com/u/cam)\
**Replies:** 0\
**Last updated:** [2 November 2025 22:46 UTC](https://community.sharesight.com/t/default-report-download-format/2028 "2025-11-02T22:46:08Z")

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I would like to see the default report download format changed from pdf to xlsx. Or provide an option to set a default. Thanks,

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## [UI/UX is getting worse](https://community.sharesight.com/t/ui-ux-is-getting-worse/1990)

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**Author:** [@mushroompanda](https://community.sharesight.com/u/mushroompanda)\
**Replies:** 4\
**Last updated:** [2 November 2025 05:30 UTC](https://community.sharesight.com/t/ui-ux-is-getting-worse/1990 "2025-11-02T05:30:04Z")

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I feel over time the interface is getting worse and worse. Maybe someone can tell me why this is. I’ll provide a few examples. The number of clicks it takes to confirm an unconfirmed transaction. From a consolidated vi…

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## [Error in excel when opeing All Trades Report](https://community.sharesight.com/t/error-in-excel-when-opeing-all-trades-report/2027)

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**Author:** [@cam](https://community.sharesight.com/u/cam)\
**Replies:** 0\
**Last updated:** [2 November 2025 00:30 UTC](https://community.sharesight.com/t/error-in-excel-when-opeing-all-trades-report/2027 "2025-11-02T00:30:18Z")

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Hi I have an issue when opeing the All Trades report in Excel. It always comes up with an error. And then this message… Annoying have to click through this EVERY time I use this report. Is there a fix anyone kno…

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## [How to handle existing shares in Soul Pattison Brickworks merger](https://community.sharesight.com/t/how-to-handle-existing-shares-in-soul-pattison-brickworks-merger/2020)

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**Author:** [@Ssquestions](https://community.sharesight.com/u/Ssquestions)\
**Replies:** 1\
**Last updated:** [31 October 2025 05:25 UTC](https://community.sharesight.com/t/how-to-handle-existing-shares-in-soul-pattison-brickworks-merger/2020 "2025-10-31T05:25:35Z")

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I held Washington H Soul Pattison SOL shares prior to the recent merger with Brickworks (originally Milton shares which were acquired by Soul Patts). Do I need to do anything to record this change in my Sharesight Portfo…

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## [Sharesight price for US stocks not updating](https://community.sharesight.com/t/sharesight-price-for-us-stocks-not-updating/2021)

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**Author:** [@mfixman](https://community.sharesight.com/u/mfixman)\
**Replies:** 1\
**Last updated:** [29 October 2025 17:59 UTC](https://community.sharesight.com/t/sharesight-price-for-us-stocks-not-updating/2021 "2025-10-29T17:59:24Z")

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I noticed that the capital gains of several US stocks that gained a lot today on market open, such as $META and $MSFT, still show as 0 capital gain in Sharesight (and negative total gain in £ due to currency variations). …

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## [Track “Industry Superannuation Funds”](https://community.sharesight.com/t/track-industry-superannuation-funds/506)

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**Author:** [@Harbord](https://community.sharesight.com/u/Harbord)\
**Replies:** 14\
**Last updated:** [27 October 2025 15:13 UTC](https://community.sharesight.com/t/track-industry-superannuation-funds/506 "2025-10-27T15:13:13Z")

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Is it possible to use ShareSight to track Industry Superannuation Fund managers such as AustralianSuper, Hostplus, Unisuper et al and obtain daily prices of their various investment options? Many thanks in advance

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## [Feature Suggestion Dump](https://community.sharesight.com/t/feature-suggestion-dump/2022)

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**Author:** [@Stoinks](https://community.sharesight.com/u/Stoinks)\
**Replies:** 0\
**Last updated:** [27 October 2025 15:09 UTC](https://community.sharesight.com/t/feature-suggestion-dump/2022 "2025-10-27T15:09:13Z")

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Hi Sharesight team, I wanted to offer a few feature suggestions that I think would greatly enhance the platform for users. Would love to hear peoples feedback. Also does anything suggested actually get implemented. 1. …

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## [EOFY Tax Statement for ASX:SCG Scentre Group](https://community.sharesight.com/t/eofy-tax-statement-for-asx-scg-scentre-group/909)

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**Author:** [@Fractal](https://community.sharesight.com/u/Fractal)\
**Replies:** 7\
**Last updated:** [24 October 2025 01:08 UTC](https://community.sharesight.com/t/eofy-tax-statement-for-asx-scg-scentre-group/909 "2025-10-24T01:08:21Z")

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I was just entering the EOFY tax statement for ASX:SCG Scentre Group. Scentre Group is a stapled security consisting of the non-trust Scentre Group Limited and the trusts Scentre Group Trust 1, Scentre Group Trust 2 and…

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## [Cash Accounts - select per trade](https://community.sharesight.com/t/cash-accounts-select-per-trade/287)

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**Author:** [@ridoba](https://community.sharesight.com/u/ridoba)\
**Replies:** 53\
**Last updated:** [23 October 2025 01:12 UTC](https://community.sharesight.com/t/cash-accounts-select-per-trade/287 "2025-10-23T01:12:51Z")

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• What feature do you want to see in Sharesight? Ability to select which cash account to use when adding a trade. I hold both GBP and USD cash in each portfolio - and I can’t force the trade to use one cash account or …

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## [App vs. web-page](https://community.sharesight.com/t/app-vs-web-page/2018)

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**Author:** [@SOA](https://community.sharesight.com/u/SOA)\
**Replies:** 1\
**Last updated:** [23 October 2025 00:33 UTC](https://community.sharesight.com/t/app-vs-web-page/2018 "2025-10-23T00:33:06Z")

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• What feature do you want to see in Sharesight? The ability on the web page to choose any starting date. The app has this, not the web page • Why do you want it? Not having to consult the app to check returns, say, las…

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## [Exposure column needed on UX](https://community.sharesight.com/t/exposure-column-needed-on-ux/2017)

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**Author:** [@doctormister](https://community.sharesight.com/u/doctormister)\
**Replies:** 0\
**Last updated:** [20 October 2025 22:31 UTC](https://community.sharesight.com/t/exposure-column-needed-on-ux/2017 "2025-10-20T22:31:38Z")

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• What feature do you want to see in Sharesight? - I’d like to see an Exposure column on the main Portfolio UX (e.g. a % of the total portfolio based on value, at individual investment level as well at all group total le…

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## [I have more than one broker](https://community.sharesight.com/t/i-have-more-than-one-broker/2013)

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**Author:** [@HMasox](https://community.sharesight.com/u/HMasox)\
**Replies:** 1\
**Last updated:** [13 October 2025 04:28 UTC](https://community.sharesight.com/t/i-have-more-than-one-broker/2013 "2025-10-13T04:28:49Z")

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I have a USA Broker & an Australian broker. Importing transactions seem to be limited to just one broker and I think I have to create a separate Sharesight account for each one. How can I have only one overall Sharesigh…

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## [Tax reporting on the same accounts for multiple jurisdictions](https://community.sharesight.com/t/tax-reporting-on-the-same-accounts-for-multiple-jurisdictions/1808)

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**Author:** [@espressotonic](https://community.sharesight.com/u/espressotonic)\
**Replies:** 1\
**Last updated:** [11 October 2025 11:08 UTC](https://community.sharesight.com/t/tax-reporting-on-the-same-accounts-for-multiple-jurisdictions/1808 "2025-10-11T11:08:12Z")

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I am really hoping Sharesight is the tool I’ve been looking for but I’m struggling with how to set it up. I am a US citizen living in Australia, with financial accounts in both countries. As a US citizen I am subject to …

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## [How our customers use the Exposure report](https://community.sharesight.com/t/how-our-customers-use-the-exposure-report/1999)

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**Author:** [@RickyYeo](https://community.sharesight.com/u/RickyYeo)\
**Replies:** 0\
**Last updated:** [10 October 2025 06:56 UTC](https://community.sharesight.com/t/how-our-customers-use-the-exposure-report/1999 "2025-10-10T06:56:28Z")

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Hi everyone! :waving\_hand: Over the last six months, I talked to many of you about how you use the Exposure Report. The main goal is to share these use-cases so everyone can get more value out of the report based on how…

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## [Mergers and Acquisitions](https://community.sharesight.com/t/mergers-and-acquisitions/1036)

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**Author:** [@Jack\_Sharesight](https://community.sharesight.com/u/Jack_Sharesight)\
**Replies:** 53\
**Last updated:** [9 October 2025 07:46 UTC](https://community.sharesight.com/t/mergers-and-acquisitions/1036 "2025-10-09T07:46:15Z")

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In what will be a fortnightly recurring new thread, I’ll be updating any mergers/corporate actions that the Sharesight team has received queries about in the past two weeks. If you have a merger or corporate action that …

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## [Dividends go to wrong cash account](https://community.sharesight.com/t/dividends-go-to-wrong-cash-account/1997)

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**Author:** [@Mo\_on\_the\_Range](https://community.sharesight.com/u/Mo_on_the_Range)\
**Replies:** 1\
**Last updated:** [8 October 2025 05:29 UTC](https://community.sharesight.com/t/dividends-go-to-wrong-cash-account/1997 "2025-10-08T05:29:48Z")

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I have US and Australian holdings, one AUS cash account and one USD cash account. All the dividends go automatically in to the AUS cash account once I confirm the dividend payment. How can I direct the US dividends to …

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## [How to handle SOL & BWK merger to create TopCo](https://community.sharesight.com/t/how-to-handle-sol-bwk-merger-to-create-topco/1986)

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**Author:** [@Troy](https://community.sharesight.com/u/Troy)\
**Replies:** 1\
**Last updated:** [3 October 2025 05:51 UTC](https://community.sharesight.com/t/how-to-handle-sol-bwk-merger-to-create-topco/1986 "2025-10-03T05:51:28Z")

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How do I manage the ASX: SOL & BWK merger in my Sharesight portfolio now it was completed today? I hold both companies, and held 100 SOL shares before the merger which remain the same, and had 300 BWK shares which were c…

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## [Advise on starting again.](https://community.sharesight.com/t/advise-on-starting-again/1996)

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**Author:** [@TonyG](https://community.sharesight.com/u/TonyG)\
**Replies:** 1\
**Last updated:** [8 October 2025 00:32 UTC](https://community.sharesight.com/t/advise-on-starting-again/1996 "2025-10-08T00:32:10Z")

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I have been using Sharesight for over a year now but I have not been using it anywhere near to its full potential. (I have always manually entered all transactions.) So far, I have set up one portfolio both both ISA acc…

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## [Resetting dividend for ETF Components messes with DRP](https://community.sharesight.com/t/resetting-dividend-for-etf-components-messes-with-drp/1985)

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**Author:** [@jdee](https://community.sharesight.com/u/jdee)\
**Replies:** 1\
**Last updated:** [3 October 2025 05:39 UTC](https://community.sharesight.com/t/resetting-dividend-for-etf-components-messes-with-drp/1985 "2025-10-03T05:39:03Z")

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I emailed the following to support@sharesight.com but with no auto acknowledgement email and 2 days of no reply, hoping someone here might help…. When I receive an ETF dividend or distribution notice, I immediately upda…

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## [The Brignoli-Jacobs and Levy Portfolio](https://community.sharesight.com/t/the-brignoli-jacobs-and-levy-portfolio/1334)

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**Author:** [@Lew](https://community.sharesight.com/u/Lew)\
**Replies:** 32\
**Last updated:** [1 October 2025 01:04 UTC](https://community.sharesight.com/t/the-brignoli-jacobs-and-levy-portfolio/1334 "2025-10-01T01:04:39Z")

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I have started a Saresight portfolio based on my interpretations of the conclusions of papers by Brignoli and Jacobs and Levy: “Toward a Unified Theory of Investing” by Richard J. Brignoli “Disentangling Equity Return …

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