Skip between shares quickly
We have now added a 'Next Share' button to all of the Share Details pages. Click 'next' to skip to the next share in your portfolio, or click the drop-down icon and select a share from the list to jump directly to the appropriate Share Details page. This makes it much faster and easier to navigate between each of the Share Details pages in a portfolio.
FURTHER READING
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.