Blog

Sharesight release notes - December 2021

by Scott Ryburn, CTO, Sharesight | Jan 20th 2022

In December our development team released support for an additional Canadian stock exchange, plus continued to expand our international broker support.

Sharesight Release Notes December 2021

New Functionality / Enhancements

  • Added support for NEO stock exchange (Canada) with 20 year price and dividend history

Broker Import Functionality (Trade Confirmations)

  • Added support for Smith & Williamson (UK)
  • Added support for Credo Wealth (UK)

FURTHER READING

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | Jul 1st 2026

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

5 ways Sharesight helps Australian investors at at time (1)

5 ways Sharesight helps Australian investors at tax time

by Stephanie Stefanovic | Jun 29th 2026

Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.

How to present portfolio tax reports clients actually understand

How to present portfolio tax reports clients actually understand

by Stephanie Stefanovic | Jun 23rd 2026

Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.