Sharesight release notes – July 2022
In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.
UX / Usability improvements
-
The new breadcrumb navigation was rolled out to the holdings page and 11 reports
-
Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device
-
Introduced several new colours to closer align the product with our brand moving forward
New functionality / Enhancements
- Added support for the Brazilian, Mexican and Peruvian stock exchanges
Broker import functionality
-
Introduced support for historical trade imports from TD Ameritrade (US) via CSV file
-
Introduced support for historical trade imports from CMC via CSV file
-
Added support for DBS Vickers trade confirmations
-
Added support for Qtrade trade confirmations
-
Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.
FURTHER READING
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.
Sharesight product updates – April 2026
This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.