Sharesight release notes – July 2022
In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.
UX / Usability improvements
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The new breadcrumb navigation was rolled out to the holdings page and 11 reports
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Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device
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Introduced several new colours to closer align the product with our brand moving forward
New functionality / Enhancements
- Added support for the Brazilian, Mexican and Peruvian stock exchanges
Broker import functionality
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Introduced support for historical trade imports from TD Ameritrade (US) via CSV file
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Introduced support for historical trade imports from CMC via CSV file
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Added support for DBS Vickers trade confirmations
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Added support for Qtrade trade confirmations
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Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.
FURTHER READING
ASX murder club: Inside reporting season
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Sharesight product updates – September 2025
This month we introduced precious metals support, achieved SOC 2 Type 2 certification, and further enhanced the future income report.
This earnings season was not like the others
Morningstar reviews the August 2025 reporting season, highlighting volatility, fair value changes, and three stocks their analysts are watching closely.