Blog

Sharesight release notes - May 2020

by Scott Ryburn, CTO, Sharesight | Jun 10th 2020

May was another busy month for the product team as we continue to scale out our infrastructure and onboard new staff. A key highlight for the month was rolling out our new and much improved broker file importer UI to around half of our supported brokers. Work on the new importer is continuing at pace and we expect to roll it out more widely over the coming month.

Sharesight release notes May 2020

Tax Reporting

  • Improved income year date matching for all Australian unit trust distributions

Sharesight Usability

  • Added broker import tiles for Interactive Brokers, Selfwealth and Robinhood to better expose our support for these popular brokers

  • Added Suggested Prices, Exchange Rates, and Currency Codes into the new broker file import UI

  • Enhanced caching logic to further improve the time that it takes to generate performance reports

Broker Transaction Import

  • Added support for BT Panorama

Sharesight API

  • API V3 - added option to enable quantity validation when creating trades

FURTHER READING

Sharesight Wealth Management Awards 2025 Wealth Tech Innovator of the Year

Sharesight nominated for 2025 Wealth Tech Innovator of the Year

by Stephanie Stefanovic | Jul 10th 2025

Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.

Historical cost report (2)

Prepare your annual accounts with our historical cost report

by Stephanie Stefanovic | Jul 9th 2025

Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

Product updates July

Sharesight product updates – July 2025

by Ben Clendon | Jul 9th 2025

This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.