Sharesight release notes – February 2022
The main focus for February was the launch of our revamped plans and pricing, including additional portfolios and expanded reporting for some plan types. The Sharesight development team also worked on additional broker support as well as technical enhancements to our Xero integration and the Sharesight API.
New functionality/Enhancements
- Added support for syncing Capital Calls to Xero as bank transactions
Broker Import Functionality (Trade Confirmations)
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Added support for SEDOL identifiers in trade confirmations
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Added support for Wealthsimple trade confirmations (Canada)
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Added support for Standard Chartered Bank (Singapore)
Sharesight API
- [V2] Added a new ‘signup_via_your_integration’ attribute to the my_user endpoint. This allows API partners to identify users that signed up via their integration.
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
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.