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Blog | Product features

We won't forget you...

by Nigel Ramsay, Principal Consultant, Abletech | Dec 1st 2007

Or your date range selections 😉 As requested, we will now remember your performance criteria - Date Range, and Dollars/Percent selections.

criteria_bar

And we'll re-use them on both the Portfolio and Share Details screens.

FURTHER READING

How to present portfolio tax reports clients actually understand
Investing tips

How to present portfolio tax reports clients actually understand

by Stephanie Stefanovic | Jun 23rd 2026

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 2
Investing tips | Product features

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 19th 2026

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
Product updates

Sharesight product updates – June 2026

by Ben Clendon | Jun 16th 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.