Blog

Sharesight release notes – December 2022

by Ben Clendon, Head of Product, Sharesight | Jan 9th 2023

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.

Sharesight release notes-December22

UX / Usability improvements

  • Improved the experience of managing custom investments on mobile devices

New Functionality / Enhancements

  • Avg purchase price displayed on the holdings page

  • Introduced a new streamlined service (Interactive Brokers web service) for syncing trades from Interactive Brokers into Sharesight

FURTHER READING

Custom groups

8 ways to use Sharesight's custom groups feature

by Ricky Yeo | Apr 23rd 2025

This blog explains our custom groups feature, including strategies that can help you gain deeper portfolio insights and make more informed investing decisions.

Timing the market with ETFs

You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.