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 updates
Sharesight product updates – July 2026
by Ben Clendon | Jul 21st 2026
This month, we rolled out a new CGT breakdown schedule on the Australian CGT report, expanded cash reporting with multi-currency, per-broker accounts, and more.
Product features
Save time and money by sharing your portfolio with your accountant
by Stephanie Stefanovic | Jul 14th 2026
It's easy to save time and money at tax time by sharing access to your Sharesight portfolio with your accountant. Keep reading to learn more.
Market insights
Morningstar analyses Australian investors' top trades of FY26
by Tyger Fitzpatrick, Associate Investment Specialist, Morningstar Australia | Jul 9th 2026
Morningstar analyses Australian Sharesight users' top trades of FY25/26. Keep reading to see some of the most notable picks from the year.