Blog | Product updates

Sharesight release notes - July 2021

by Scott Ryburn, CTO, Sharesight | Aug 12th 2021

This month we have been beavering away on a new multi-period performance report. It’s not quite ready for prime time yet but Expert plan customers can sneak a peek by enabling beta features on the fresh new account preferences page. We’ll have more to say about this in the next release notes but meanwhile here’s what else we’ve been up to.

Sharesight Release Notes July 2021

New Functionality / Enhancements

  • Greatly expanded our coverage of UK managed funds to include funds that do not publish daily NAV prices.
  • Redesigned the account preferences page
  • Sped up the load time of the Overview page charts

Broker Import Functionality

  • Added support for Bennelong (Australia)
  • Added support for Close Brother (UK, funds only)
  • Added support for J. Safra Sarasin (Switzerland)
  • Added support for UBS Switzerland (Switzerland)
  • Improved support for Morgan Stanley to handle AU managed funds and a new contract note format (Australia)

Sharesight API

  • Published a suite of new endpoints to create and manage custom investments [API v3]


Top20 NZX monthly Oct23
Market insights

Top 20 NZX trades by Sharesight users – September 2023

by Stephanie Stefanovic | Sep 27th 2023

Welcome to the September 2023 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Get ausbiz market insights in Sharesight
Product features

Get ausbiz market insights in Sharesight

by Stephanie Stefanovic | Sep 27th 2023

Stay on top of your ASX investments with convenient access to the ausbiz news feed, right in your Sharesight portfolio.

Track Webull trades with Sharesight
Product features

Track your Webull trades with Sharesight

by Stephanie Stefanovic | Sep 26th 2023

If you trade via Webull, you can automatically import your trading data to Sharesight, making it easy to track the performance of your investment portfolio.