Blog

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

FURTHER READING

Sharesight Wealth Management Awards 2025 Wealth Tech Innovator of the Year

Sharesight nominated for 2025 Wealth Tech Innovator of the Year

by Stephanie Stefanovic | Jul 10th 2025

Sharesight has been chosen as a finalist in the 2025 Australian Wealth Management Awards, in the Wealth Tech Innovator of the Year category.

Historical cost report (2)

Prepare your annual accounts with our historical cost report

by Stephanie Stefanovic | Jul 9th 2025

Sharesight's historical cost report is a powerful tool for investors who need to prepare annual accounts or financial statements with mark-to-market accounting.

Product updates July

Sharesight product updates – July 2025

by Ben Clendon | Jul 9th 2025

This month's focus was on rolling out predictive income forecasting, as well as improved cash account syncing across different brokers and currencies.