Blog

Sharesight release notes – July 2022

by Ben Clendon, Head of Product, Sharesight | Aug 8th 2022

In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.

Sharesight-July-Release-notes

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

SMSF EOFY

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 10th 2025

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.

Product updates June

Sharesight product updates – June 2025

by Ben Clendon | Jun 10th 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 AU investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 5th 2025

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.