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:

Sharesight Release Notes April 2021

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)


Track Webull trades with Sharesight
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.

InstructAnt Sharesight AdviserLogic testimonial2
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.

Australian ETF components 2022-2023
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.