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

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.