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).


Track RBC Direct trades with Sharesight

Import RBC Direct Investing trades to Sharesight

by Stephanie Stefanovic | Jul 14th 2024

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

July 2024 product updates

Sharesight product updates – July 2024

by Ben Clendon | Jul 9th 2024

This month's focus was on expanding our broker and crypto support, improvements to billing and the introduction of the new holdings page to consolidated views.

Taxable income report for Australian investors

Taxable income report for Australian investors

by Stephanie Stefanovic | Jul 8th 2024

Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.