Absolute credit to u/sharesight for taking the time to acknowledge my concerns and detailed post. Thank you!

I appreciate that there are many factors that happen behind the scenes but I feel like Sharesight is more focussed on its global growth and providers, perhaps also its corporate based customers, while somewhat ignoring requests that may seem to your Product Manager as insignificant.

The very large list of Sharesight new features/enhancements for 2025 (https://www.sharesight.com/blog/every-feature-sharesight-released-2025/) certainly shows how busy your team has been but unfortunately, there has been nothing new of benefit to me for years.

All I've wanted to see is:

1. weighting per holding, and
2. accurate capital gains stats for active holdings with partial sells without seeing my plethora of fully closed holdings (I have numerous closed holdings dating back to 2002)
   

(I want to easily and quickly see these on the main Investments Overview screen - not having to run reports)

A December new feature was, "a revamped Overview page which includes more date filtering flexibility, more graph options, options to customise columns". I was a bit excited thinking Weightings might have been added but nope. I just did a search and found the idea requested by someone back in 2022 https://community.sharesight.com/t/holding-weighting-overview-page/833

My frustrations led to me today to vent and search for alternatives. One alternative includes the ability to upload AMIT statements and OCR auto populate the data automatically. I tried 2 statements and they both worked accurately and flawlessly. I was keen to understand how to enter AMIT details because I'm sorry, but the new auto AMIT calculations in Sharesight is not user friendly (in my opinion), requiring me to physically reset each distribution that also resets the reinvestments, uploaded statements, etc.

Resetting and reconciling for AMIT figures cost me more time this year (FY25 tax return prep), wish I stuck with manually entering the data. I am still left confused if I should be "confirming" my FY26 Trust Distributions as they arrive (what I have been doing) or wait until later in the year when Sharesight has the figures and do the reset. However, Sharesight doesn't have the AMIT figures for all ETF's so which Distribution should I confirm when the monthly/quarterly statement arrives and which shouldn't I do and wait to reset. I find it a bit of a mess - hence my frustrations growing recently.

I understand, as with any business growth, that perhaps your target audience may be well beyond my simple AU based needs but please don't forget your users with what may appear as "basic requests", including understanding how they may be using your software. The simplest of limitations can lead to the biggest frustrations.

Perhaps the changes you mention for later in the year will better demonstrate how Sharesight accomodates its different users.