Sharesight release notes – January 2021

by Scott Ryburn, CTO, Sharesight | Feb 4th 2021

The team has been full steam ahead as we launch into the new year. We’ve rolled out some major changes to our infrastructure to ensure that Sharesight continues to be fast and reliable as we continue to scale. We’re also gearing up to release a two factor authentication (2FA) solution for enhanced security, keep an eye out for this in the coming weeks. Here’s what else we’ve been up to in the new year:

Sharesight Release Notes January 2021

New Functionality / Enhancements

  • Redesigned Billing Details page
  • Redesigned All Trades Report
  • Updates to our new Foreign Currency Valuation Report (available to Expert plan users with beta features enabled)

Broker Import Functionality


Fidelity Investments

Track your Fidelity Investments trades in Sharesight

by Stephanie Stefanovic | May 23rd 2024

If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.

Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.