Sharesight release notes - December 2019
Rounding out another busy and productive year, here’s the features and improvements the development team shipped in December:
New Functionality / Enhancements
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Added news feeds from The Motley Fool UK
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Added option to allow our CSV upload templates to be opened directly in Google Drive
Sharesight Usability
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Rebuilt our change plans page for retail customers, to make it clearer and easier to compare the different functionality offered on each plan.
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Rebuilt our custom groups user interface for improved usability and to bring it in line with the javascript library (React) that we are using to progressively modernise our front-end technology.
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Minor design tweak to improve tooltip readability
Broker Transaction Import
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Added support for IG (Australia) Statements/Trade Confirmation Emails that contain multiple trades
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Added support for CIBC (Canada) trade confirmation emails
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.