Blog | Product updates

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.


InstructAnt Sharesight AdviserLogic testimonial2
Case studies

How InstructAnt improves client service with Sharesight and AdviserLogic

by Diana Ioppolo | Sep 20th 2023

We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.

Australian ETF components 2022-2023
Product features

Australian ETF distribution components now available for FY22/23

by Stephanie Stefanovic | Sep 10th 2023

Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.

Sharesight product updates September 2023
Product updates

Sharesight product updates – September 2023

by Ben Clendon | Sep 8th 2023

Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.