Product updates - September 2026

September has been a busy month for us, starting with the rollout of a new gains & losses toggle on the investments screen, making it easier for you to see what’s up and what’s down at a glance.

We’ve also introduced a new holding-level CGT exemption for Australian portfolios. You’ll see any exempt holdings relevant to the report period displayed on the exemptions tab of the Australian CGT report.

Finally, we’ve revamped our Australian unrealised CGT report and you can now manually add stamp duty reserve tax to a buy trade for eligible holdings - particularly relevant for those holding UK investments. Stamp duty is included in the cost base of the investment.

New functionality and enhancements

• Introduced a new holding-level CGT exemption for Australian users
• Added a new ‘split gains & losses’ toggle to the investments tab
• Launched a revamp of the Australian unrealised CGT report
• Introduced a stamp duty reserve tax field to the buy trade for UK holdings
• Introduced a VAT field for our UK and EU business users, bringing us into alignment with UK and EU sales tax obligations where B2B customers are taxed where the customer is based
• Upgraded the diversity and performance reports to now display the investment logo and offer column selection and ordering
• Added a filtering by label option to the historical cost report
• Upgraded the UX of our cash account feature set to bring these cash account screens into alignment with the rest of the product

Broker import functionality

Added support for:

• 2 new trade confirmation formats
• 3 new trade files

Further reading

• Sharesight product updates - August 2026
• Sharesight product updates - July 2026
• Sharesight product updates - June 2026