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

Sharesight app and web platform

Get the full Sharesight experience with the app and web platform

by Stephanie Stefanovic | Oct 22nd 2025

Learn how to get the most out of Sharesight by using the app and web platform together for performance tracking, analysis, reporting and tax planning.

myprosperity

See clients' full wealth picture with Sharesight and myprosperity

by Stephanie Stefanovic | Oct 17th 2025

Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.

Product updates October

Sharesight product updates — October 2025

by Milly Brent, Business Analyst at Sharesight | Oct 16th 2025

This month we launched an income calendar for beta users, expanded broker support, made performance improvements, and progressed on another requested feature.