Blog

Sharesight release notes - August 2021

by Scott Ryburn, CTO, Sharesight | Sep 8th 2021

This month we’ve continued to make a number of improvements to the new Multi-Period Report. A reminder that this is available as a preview for Expert plan customers with beta features enabled. This report will be available to all Expert and Pro users very soon, keep your eyes peeled for an update.

New Functionality / Enhancements

  • Improvements to increase coverage of ex-distribution exit prices for managed funds
  • Layout and design improvements to header and footer
  • Added a new field 13R (TFN credits) to Income Tax return section of AU Taxable Income report
  • Various improvements to the new Multi-Period Report

FURTHER READING

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Morningstar analyses Australian investors' top trades of FY25

by Shani Jayamanne | Jul 1st 2025

In this article, Morningstar reviews the key events of FY25 and shares three stocks their analysts are watching closely.

SIAA Conference

Key takeaways from SIAA 2025: Trends, insights & industry highlights

by Stephanie Stefanovic | Jun 30th 2025

We summarise the key takeaways from the 2025 SIAA conference in Sydney, covering industry insights, market trends and the future of financial advice.

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by Ben Clendon | Jun 22nd 2025

Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.