Blog | Product updates
Sharesight release notes - November 2020
by Scott Ryburn, CTO, Sharesight | Dec 6th 2020
November saw a number of key releases, including the new trade source informaton tooltip and a beta release of Sharesight's Foreign Currency Report.
New Functionality / Enhancements
- Further enhancements to our new Foreign Currency Valuation report to Expert plan users with beta features enabled.
- A trade source icon and associated tooltip is now available against all trades in Sharesight to indicate the origin of the trade (eg Sharesight API, trade confirmation, manual entry etc)
Broker Import Functionality
- Added support for Superhero trade confirmations (Australia)
- Added support for TD Ameritrade trade confirmations (US)
- Added support for Firstrade trade confirmations (US)
- Added support for Stellan Capital trade confirmations (Australia)
- Added support for Merrill trade confirmations (US)
Sharesight API
- V3 API - Added owner name attribute to the GET portfolios endpoint
FURTHER READING

Investing tips
What bull markets hide from investors
by Marcus Padley | Oct 8th 2025
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.

Product features
See what’s inside your ETFs with Sharesight’s exposure report
by Stephanie Stefanovic | Oct 3rd 2025
Understand your true portfolio exposure, see what’s inside your ETFs and make informed decisions with Sharesight’s exposure report.

Investing tips
Top 10 mistakes financial advisers make with their clients
by Stephanie Stefanovic | Oct 3rd 2025
In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).