Sharesight release notes – March 2022

by Scott Ryburn, CTO, Sharesight | Apr 6th 2022

March was a big month and many of you will have noticed a number of small but significant UI changes, which form part of a wider package of design and usability improvements that will be rolled out over the coming months.

release notes mar 22

UX / Usability improvements

  • Introduced a new breadcrumb navigation bar in the account preferences section. This will be rolled out to other places soon.

  • The Integrations tab has moved to a menu item under the Account dropdown.

  • The Help tab has moved to a menu item under the Account dropdown.

  • Reduced the height of the Header bar for an improved experience on mobile devices.

  • Added a new Brokers tab allowing quick access to import data from all of our supported brokers.

  • Reimplemented the Reports tab for a better experience on mobile devices.

New Functionality / Enhancements

  • Added support for users from an additional 29 countries to sign up to Sharesight and track portfolios and custom investments in their local currency. Sharesight now supports 164 currencies.

  • Added a new account level interface to manage custom investments and their prices across all portfolios.

  • Updated labels on the trust distribution pro rata form which is available on the Taxable Income Report for Australian users.

Broker Import Functionality (Trade Confirmations)

  • Added support for Jarvis Investment Management (UK).
  • Added support for Gibraltar Asset Management (Gibraltar).
  • Added Support for Capital Financial Markets (UK).
  • Added support for Robinhood recurring weekly/daily/monthly investments (US).

Sharesight API

  • Updated API docs to remove deprecated V1 API.


Fidelity Investments

Track your Fidelity Investments trades in Sharesight

by Stephanie Stefanovic | May 23rd 2024

If you trade with Fidelity Investments, you can automatically import your trading data to Sharesight, making it easier than ever to track your performance.

Retirement planning for investors3

4 ways to prepare your investment portfolio for retirement

by Stephanie Stefanovic | May 16th 2024

In this blog, we discuss retirement planning for investors, including four important factors every investor must consider.

Performance report

Evaluate your investment returns with the performance report

by Stephanie Stefanovic | May 13th 2024

One of Sharesight’s most popular reports, the performance report gives you the full picture of your portfolio’s returns over any chosen period.