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
Product features
Everything you need for tax time: A guide to Sharesight's Tax Pack
by Stephanie Stefanovic | Jun 1st 2026
The Sharesight Tax Pack is built to give you everything you need to complete your investment tax, with none of the stress. Keep reading to learn more.
Investing tips
How SMSF trustees can get EOFY-ready
by Stephanie Stefanovic | Jun 1st 2026
In this article, we discuss the best Sharesight features for SMSFs, and how SMSF members and trustees can get EOFY-ready with Sharesight.
Investing tips
Division 296 tax: Essential strategies for SMSF trustees and advisors
by Stephanie Stefanovic | May 28th 2026
For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.