Blog

Sharesight release notes - March 2021

by Scott Ryburn, CTO, Sharesight | Apr 9th 2021

The most obvious change for users this month will be the shiny new navigation menu on sharesight.com, aside from that here’s what’s new in the app.

Sharesight Release Notes March 2021

New Functionality / Enhancements

  • Enhanced the Foreign Currency Valuation Report to remember the currency selection across sessions
  • Added Foreign Currency Valuation Report to consolidated views
  • Switched to using the new Xero API and migrated all existing Xero connections

Broker Import Functionality

  • Added support for Euroz Hartleys contract notes

Sharesight API

  • API V3 Trades endpoints now return the cost base for opening balance transactions
  • Added the ability to optionally specify the market country instead of the market code when creating trades via API V2 and V3

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.