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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

Sharesight release notes – May 2023

by Ben Clendon | Jun 7th 2023

For May, key updates include a huge expansion of our crypto support, a new wizard to bulk upload custom investment prices, and support for another 56 countries.

Share your Sharesight portfolio with your accountant

Product features

Save time and money by sharing your portfolio with your accountant

by Stephanie Stefanovic | Jun 1st 2023

It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.

Calculating capital gains tax on shares in NZ

Investing tips | Product features

Calculating taxable gains on share trading in New Zealand

by David Olsen | Jun 1st 2023

While no general capital gains tax applies in New Zealand, a tax on gains made may apply to NZ investors who trade in equity or foreign debt investments.