Blog

Sharesight release notes - August 2020

by Scott Ryburn, CTO, Sharesight | Sep 9th 2020

The highlight for August was adding support for over 12,000 UK mutual funds with 20+ years of price and distribution history now available. We’re also continuing to progressively roll out UI improvements across the application with various improvements underway on the holding detail page this month.

Release Notes August 2020

New Functionality / Enhancements

  • Added support for UK Mutual Funds
  • Added new UI to manage and bulk sync trades to Xero (find under Xero settings on the Integrations tab)
  • Added franking credit field for Australian custom fixed interest investments (some hybrid type instruments pay franked dividends based on coupon rate)

Broker Import Functionality

  • Added support for ETrade US trade confirmations
  • Added support for Investec trade confirmations
  • Trade confirmations are no longer rejected if they would result in a negative position, so can now be sent through in any order

FURTHER READING

Marcus Today reporting season

ASX murder club: Inside reporting season

by Henry Jennings | Sep 12th 2025

Marcus Today covers an ASX reporting season where icons like CSL, Woolworths and Domino’s tumbled on missed forecasts and weak outlooks.

Product updates September

Sharesight product updates – September 2025

by Milly Brent, Business Analyst at Sharesight | Sep 9th 2025

This month we introduced precious metals support, achieved SOC 2 Type 2 certification, and further enhanced the future income report.

Earnings season Morningstar analysis August 2025

This earnings season was not like the others

by Shani Jayamanne | Sep 9th 2025

Morningstar reviews the August 2025 reporting season, highlighting volatility, fair value changes, and three stocks their analysts are watching closely.