Blog

Sharesight release notes - February 2021

by David Olsen, Senior Marketing Manager — Content/SEO, Sharesight | Mar 23rd 2021

This month we released our new two factor authentication (2FA) solution. We plan to add an option to trust your device for 30 days in a future release.

Sharesight Release Notes February 2021

New Functionality / Enhancements

  • Added a “Group by Currency” option to all reports. This is particularly useful in the new Foreign Currency Valuation Report.
  • Redesigned Reports Tab.
  • New two factor authentication solution.

Broker Import Functionality

  • Added support for Selfwealth contract notes with US trades (Australia).

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.