Sharesight product updates – May 2026

This month we launched an AI-powered trade file importer (Beta), added a bulk spreadsheet upload option for cash account transactions, improved visibility of exemptions in the new (Beta) Australian CGT report, streamlined sign up and plan selection, and expanded support for Irish and Luxembourg funds to include virtual share classes.

Our new AI-powered trade file importer (currently available to Beta users) extracts and imports trade data from any file, regardless of format, broker or source. You can find it under "+Add investment" → "Upload via file", and you'll still get to review and amend the data before finalising the import. We continue to recommend our custom-built and tested file and trade confirmation importers for the 260+ supported brokers where available, but the AI option gives you a fast way to bring in trade data from anywhere else without manually reformatting it. If you prefer to avoid AI don’t fret — all existing import methods remain supported, and AI features can be switched off entirely in account preferences.

We've also added a long-requested bulk import for cash account transactions via spreadsheet, with two formatting options to cover the variety of broker and bank export formats. Find it under the cash account screen via "+Add transaction" → "Upload via spreadsheet".

New functionality / enhancements

• Created an AI trade file importer that extracts trade data from any file, any broker, any format (released to Beta users)
• Added the option to bulk import of cash account transactions from spreadsheet files
• Added an 'exemptions' tab to the Australian capital gains tax report (in Beta), showing assets acquired before 20 September 1985 that are exempt from CGT calculations
• Improved the sign up process with a more intuitive flow allowing plan selection up front
• Supported Irish and Luxembourg virtual share class funds, so users can accurately track investments in the different currency options offered
• Modernised the table on the historical cost report.

Broker import functionality

• Added support for eleven new broker trade confirmation files.

FURTHER READING

• Sharesight product updates – April 2026
• Sharesight product updates – March 2026
• Sharesight product updates – February 2026