Sharesight release notes – December 2020

by Scott Ryburn, CTO, Sharesight | Jan 11th 2021

December saw Sharesight make some behind-the-scenes improvements, plus trade confirmation support for a number of Australian and UK brokers.

Release Notes December 2020

Broker import functionality

Added support for the following brokers’ trade confirmations:

  • NorthOnline (Australia)

  • Argonaut (Australia)

  • Chancellor (Australia)

  • Boag (Australia)

Enhanced trade confirmation processing to handle UK funds:

  • Hargreaves Lansdown (UK)


Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.

Product updates May24

Sharesight product updates – May 2024

by Ben Clendon | May 2nd 2024

This month's focus was on expanding our broker support and streamlining the customer onboarding journey, as well as additional reporting and holding functions.