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

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Your complete portfolio performance: Product updates, October 2026

by Milly Brent | Oct 28th 2026

This month we added cash account performance, Australian funds composition data, faster custom investment price imports, and upgraded several reports.

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Same foundations, different convictions: how Australian men and women really invest

by Stephanie Stefanovic | Oct 27th 2026

Sharesight data shows Australian men and women share the same core ETFs – but women lead on ethical investing and buy-and-hold, while men trade more actively.

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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.