Blog

Sharesight release notes - June 2019

by Scott Ryburn, CTO, Sharesight | Jul 5th 2019

June saw a continued focus on improving site performance with major improvements to the load speed of our charts, particularly the valuation chart. We didn’t quite manage a public release of our Interactive Brokers integration as anticipated but have now added support for multi account file structures and a range of other improvements to ensure the accuracy and reliability of this service.

As a reminder, users who want early access to features we’re developing like our Interactive Brokers Integration, should join the Sharesight Beta Program.

Sharesight Release Notes July 2019

Development release highlights for June 2019:

Usability

  • Improved portfolio overview chart load speed via backend enhancements and additional dedicated server infrastructure to handle charting.

  • Significant improvements to the date picker when manually entering (typing a date). The improved datepicker is currently available on the Performance Report, All Trades Report and Taxable Income Report. We will be rolling this out to all other reports in the near future.

Broker Import

FURTHER READING

How to present portfolio tax reports clients actually understand

How to present portfolio tax reports clients actually understand

by Stephanie Stefanovic | Jun 23rd 2026

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 2

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 19th 2026

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

Sharesight product updates – June 2026

by Ben Clendon | Jun 16th 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.