Blog | Release notes
Sharesight release notes - October 2020
by Scott Ryburn, CTO, Sharesight | Nov 9th 2020
September saw us add support for a number of additional brokers and release a preview of a brand new report to beta users. We’re also steadily and incrementally releasing a broad range of usability improvements and optimisations for mobile devices.
New Functionality / Enhancements
- Preview release of our new Foreign Currency Valuation report to Expert plan users with beta features enabled.
Usability
- Improved visibility of the Annual Tax Components Form form on the Taxable Income Report (Australian portfolios)
- Improved frontend error messaging and included options to try again or contact support
- Improved performance of the CSV importer to handle large files and various improvements to validation and error messaging
Broker Import Functionality
- Added support for SelfWealth CSV files (Australia)
- Added support for TD Ameritrade trade confirmations (US)
- Added support for Magellan trade confirmations (Australia)
- Added support for Apex clearing / M1 Finance / Ally Invest trade confirmations (US)
- Added support for Firstrade trade confirmations (US)
- Added support for Trading212 trade confirmations (UK)
- Added support for Merrill trade confirmations (US)
- Added support for CCZ Statton Equities trade confirmations (Australia)
Sharesight API
- [V3 API] Added Sector classification, Industry classification and instrument description to the instrument object
FURTHER READING

Investing tips
What is debt recycling and how does it work?
by Justin Brink | Mar 19th 2023
Debt recycling is a process that can potentially make you more money by turning non-deductible debt into deductible debt. How does it work? Keep reading.

Investing tips
Top 50 finance and investing podcasts in 2023
by Stephanie Stefanovic | Mar 16th 2023
The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide.

Case studies
How one investor uses Sharesight to understand her true performance
by Stephanie Stefanovic | Mar 13th 2023
Part of our Sharesight customer experience series, this video features Nikky W., an investor who has been tracking her portfolio with Sharesight since 2020.