Blog | Product updates
Sharesight release notes - September 2019
by Scott Ryburn, CTO, Sharesight | Oct 7th 2019
Hot on the heels of our Interactive Brokers Integration, the highlight for September was the release of our Saxo Capital Markets integration to all retail users. This integration utilises the Saxo API, allowing to to sync your trade history and keep your portfolio updated at the click of a button.
New Functionality / Enhancements
- Added the ability to update the cash account transaction type for cash accounts that are synced from Xero. This allows you to correctly categorise interest payments for including in the Taxable Income Report.
- Increased the precision of the Average purchase price (Cost Base) to 3 decimal places under the Holding Information section on the Holding Page.
- Improved reporting of portfolio usage on the billing page for Pro users
Sharesight Usability
- Redesigned File Upload page for the CSV file importer.
Broker Transaction Import
- Added support for Support Wilson International Trade Confirmation Emails
FURTHER READING
Product features
5 ways Sharesight helps Australian investors at tax time
by Stephanie Stefanovic | Jun 29th 2026
Learn how Sharesight’s Australian tax features can not only help you complete your tax return, but also save you time and money at tax time.
Investing tips
How to present portfolio tax reports clients actually understand
by Stephanie Stefanovic | Jun 23rd 2026
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Investing tips | Product features
Record-keeping requirements for Australian investors
by Stephanie Stefanovic | Jun 19th 2026
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.