Sharesight release notes - October 2021

by Scott Ryburn, CTO, Sharesight | Nov 9th 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.

Sharesight Release Notes October 2021

Broker Import Functionality

  • Added support for Everblu Capital (Australia)

  • Added support for Peloton Capital (Australia)

  • Improved support for Hargreaves Lansdown to handle US Trades (UK)

  • Added support for Mac Equity Partners (Australia)

  • Added support for Merchant Group (Australia)

  • Added support for Cove Capital (Australia)

  • Added support for GBA Capital (Australia)

  • 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


June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

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.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.