Sharesight release notes - January 2020

by Scott Ryburn, CTO, Sharesight | Feb 16th 2020

The Sharesight development team took advantage of the holiday period to perform a variety of backend maintenance and housekeeping tasks, including a major database upgrade requiring a small amount of scheduled downtime (in all there were only two small windows of downtime totalling less than 15 minutes!). We also managed to ship a few enhancements here and there as detailed below.

Sharesight release notes Januaary 2020

New Functionality / Enhancements

  • Increased file size upload restriction from 1 MB to 10 MB

Sharesight Usability

  • Improved messaging on reports when no data available within a date range
  • Revised design for signing up to Sharesight with Google account
  • Update the settings tab buttons to be more consistent

Broker Transaction Import

  • Migrated all broker imports to use the redesigned bulk trades import UI

Sharesight API

  • Add trading cash account parameter to V2 and V3 portfolio endpoints
  • Added Exchange rates endpoint to API v3 (Beta)
  • Added Xero sync status to API v3 Create Trade, Update Trade, Show Trade, List Trade endpoints (Beta)


June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

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.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.