Blog | Product updates
Sharesight release notes - April 2021
by Scott Ryburn, CTO, Sharesight | May 10th 2021
This month we officially released our new Multi-Currency Valuation Report to all of our Expert plan users. We also added support for three new brokers as follows:
Broker Import Functionality
- Added support for Raiz trade confirmations (Australia)
- Added support for Philip Capital trade confirmations (Australia)
- Added support for Independent Reserve trade confirmations (Australia)
FURTHER READING
Product features
Track your Webull trades with Sharesight
by Stephanie Stefanovic | Sep 26th 2023
If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.
Case studies
How InstructAnt improved client service with Sharesight and AdviserLogic
by Diana Ioppolo | Sep 20th 2023
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Product features
Australian ETF distribution components now available for FY22/23
by Stephanie Stefanovic | Sep 10th 2023
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.