Blog

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)

FURTHER READING

Sharesight MCP AI portfolio story

What AI gets wrong about your clients’ portfolios

by Jen Robson | Oct 21st 2026

What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.

September top trades 2026

September top trades: Microsoft bounces back, Apple cools and New Zealanders keep buying

by Jen Robson | Oct 8th 2026

Microsoft buys rebounded, Apple fell from #2 to #12 and New Zealanders bought the most. See what Sharesight investors traded in September 2026.

gains-losses-toggle

Product updates - September 2026

by Ben Clendon | Sep 23rd 2026

See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.