Blog

Sharesight release notes – July 2023

by Ben Clendon, Head of Product, Sharesight | Aug 2nd 2023

Our focus this month has been on an entirely new report, which I will talk more about in the next month or so. In addition to this, we continued to expand our market support and improve our custom investments feature set in preparation for our expansion into multi-asset class support.

July release notes

New functionality / Enhancements

  • Introduced support for the Philippine Stock Exchange (PHS)
  • Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
  • Added cryptocurrency Kusama (KSM)
  • Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.

Broker import functionality

  • Added Ausiex CSV support.

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.