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

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.

Record-keeping requirements for Australian investors 2

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 19th 2026

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

Sharesight product updates June 2026

Sharesight product updates – June 2026

by Ben Clendon | Jun 16th 2026

This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.