Blog | Product updates
Sharesight release notes - November 2019
by Scott Ryburn, CTO, Sharesight | Dec 15th 2019
November was a busy month for the product team with a lot going on behind the scenes. Here’s the release highlights for the month:
New Functionality / Enhancements
- Added a ‘Capital Call’ transaction type as sometimes required for Private Equity investments
- Improved symbol mapping for our Interactive Brokers Integration
- Improved Symbol mapping for our Saxo Integration
Broker Transaction Import
- Added Trade Confirmation Emails support for Smartshares transaction statements
- Added support for Citadel Trade Confirmation Emails (South Africa)
FURTHER READING
Product features
What AI gets wrong about your clients’ portfolios
by Jen Robson | Oct 21st 2026
What ChatGPT and AI assistants miss when evaluating a real investment portfolio, and how advisers can respond. Acknowledge, verify, add context and document.
Market insights
September top trades: Microsoft bounces back, Apple cools and New Zealanders keep buying
by Jen Robson | Oct 8th 2026
Microsoft buys rebounded, Apple fell from #2 to #12 and New Zealanders bought the most. See what Sharesight investors traded in September 2026.
Product updates
Product updates - September 2026
by Ben Clendon | Sep 23rd 2026
See what’s up and what’s down at a glance with our new gains & losses toggle, and more product improvements. It’s all in Sharesight’s September update.