Sharesight product updates – July 2024
This month we continued to focus on our broker connections. Seamless integrations are a key part of ensuring the Sharesight experience is as smooth as possible. In addition to our expansion in broker support, we have also started to roll out small UX changes across the onboarding journey. You’ll see an increase in these changes throughout the rest of the year. Finally, we introduced the new holdings page to consolidated views, drawing to a close one of our longer-running technology upgrades.
New functionality / enhancements
- We now offer payments via AMEX in Britain and the European Union
- We have switched our billing in European countries from USD to EUR, removing exchange rate conversion fees for our European customers
- Expanded support to another nine cryptocurrencies, including ONDO, PYTH, PRO, PEPE, SUI, ZRX, OXT, OMG and MEW
- Improved the functionality on our API transaction history logs, primarily to benefit our partners API developers
- Rolled out the new holdings page to consolidated views.
Broker import functionality
- Added support for Finclear trade file imports
- Added support for Openmarkets trade file imports
- Added support for trade confirmation imports via National Bank Direct Brokerage
- Added support for the seamless import of historical and ongoing E*TRADE trades using Snaptrade.
FURTHER READING
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.
Sharesight product updates – July 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.
Save time and money by sharing your portfolio with your accountant
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.