Sharesight release notes – December 2022
As I write this, we are rolling out a new field on our holdings page called Avg purchase price. Initially, this field will only be displayed to users who have enabled the beta features setting on their Account preferences page. You can find and enable this setting here.
This new field is designed to give you insight into what you previously paid for a stock, on average, when compared to its current listing price. It is not a cost base per share value, which we always track in the portfolio currency, and it does not take into account brokerage costs. However, it is adjusted to take into account splits and consolidations to ensure it remains useful as a comparison to the current price. The new field will not initially be available for listings on the FX market.
UX / Usability improvements
- Improved the experience of managing custom investments on mobile devices
New Functionality / Enhancements
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Avg purchase price displayed on the holdings page
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Introduced a new streamlined service (Interactive Brokers web service) for syncing trades from Interactive Brokers into Sharesight
FURTHER READING
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.
Sharesight product updates – July 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.