Blog

Sharesight release notes – July 2023

by Ben Clendon, Head of Product, Sharesight | Aug 2nd 2023

Our focus this month has been on an entirely new report, which I will talk more about in the next month or so. In addition to this, we continued to expand our market support and improve our custom investments feature set in preparation for our expansion into multi-asset class support.

July release notes

New functionality / Enhancements

  • Introduced support for the Philippine Stock Exchange (PHS)
  • Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
  • Added cryptocurrency Kusama (KSM)
  • Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.

Broker import functionality

  • Added Ausiex CSV support.

FURTHER READING

Family office taxes

Why tax time is so painful for family offices — and what to do about it

by Stephanie Stefanovic | Jul 28th 2026

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

Sharesight product updates – July 2026

by Ben Clendon | Jul 21st 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.

Sharesight share portfolio with accountant

Save time and money by sharing your portfolio with your accountant

by Stephanie Stefanovic | Jul 14th 2026

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.