Sharesight release notes - October 2021
In October our new Multi-Period Report went live for Expert plan and Pro users. We also shipped a major update to our Interactive Brokers (IB) integration for Sharesight Pro, allowing all Sharesight Pro users to self provision an IB integration to sync trading data across all client portfolios.
Broker Import Functionality
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Added support for Everblu Capital (Australia)
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Added support for Peloton Capital (Australia)
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Improved support for Hargreaves Lansdown to handle US Trades (UK)
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Added support for Mac Equity Partners (Australia)
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Added support for Merchant Group (Australia)
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Added support for Cove Capital (Australia)
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Added support for GBA Capital (Australia)
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Added support for Finclear (Australia)
Sharesight API
- V3 - Added an User ID attribute to the Portfolio List and Show endpoints to identify the Portfolio Owner, this allows API users to correctly identify shared portfolios
FURTHER READING
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.