Watch your investment grow
We’ve added a new graph option to the portfolio overview page that lets you visualise the value of your portfolio over time. You can switch between this and the portfolio gains graph by clicking the ‘change’ link to the top right of the graph. As with the other selection criteria, Sharesight will remember your graph choice next time you login, so you will always see your preferred graph right away.
Thanks to all of you who have been providing us with feedback. We have some more great features on the way soon, please keep the feedback coming!
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.