Sharesight release notes - April 2020
April was one of our busiest and the product team worked hard to ensure that Sharesight was as fast and reliable as always. Here’s a run down of the updates we shipped:
Sharesight release highlights for April 2020
Tax Reporting
- Updated the FIF report (NZ) for the 2020 Financial year
Sharesight Usability
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Improved confirmation messaging when deleting a cash account transaction that’s linked to a trade.
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Added a broker search function and improved visibility of our trade confirmation email feature on the Broker Import screen.
Broker Transaction Import
- Added a direct API integration with Hatch (New Zealand)
Sharesight API
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Added support for the Capital Call transaction type to our V2 and V3 Trades endpoints
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Added V3 API endpoints to List, View, Create, Update and Delete Custom Investments
Market Data
- Added support for stocks listed on the the BATS Markets (BZX) exchange
FURTHER READING
How to present portfolio tax reports clients actually understand
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.
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.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.