Sharesight release notes – February 2022
The main focus for February was the launch of our revamped plans and pricing, including additional portfolios and expanded reporting for some plan types. The Sharesight development team also worked on additional broker support as well as technical enhancements to our Xero integration and the Sharesight API.
New functionality/Enhancements
- Added support for syncing Capital Calls to Xero as bank transactions
Broker Import Functionality (Trade Confirmations)
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Added support for SEDOL identifiers in trade confirmations
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Added support for Wealthsimple trade confirmations (Canada)
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Added support for Standard Chartered Bank (Singapore)
Sharesight API
- [V2] Added a new ‘signup_via_your_integration’ attribute to the my_user endpoint. This allows API partners to identify users that signed up via their integration.
FURTHER READING
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
Are you missing an EOFY opportunity? There’s still time to assess your investment portfolio and take advantage of the time left before 30 June.
Sharesight product updates – April 2026
This month's focus was on expanding US bond coverage, adding Apple/Google Pay, launching a rebuilt Australian CGT report and simplifying dividend recording.