Sharesight release notes - June 2020
This month the product team continued to enhance and rollout our new trade importer UI which makes it much easier to import trading data into Sharesight regardless of source. We are also taking an ‘API first’ approach to redesigning several core parts of our UI and plan to make these new API endpoints publicly available in our new V3 API in due course.
New Functionality / Enhancements
- Improved support for custom fixed interest holdings to offer greater flexibility to edit interest rate/payment information after creation
Sharesight Usability
- Redesigned ‘My Details’ page
- Redesigned the ‘Add a Trade’ form
Broker Transaction Import
- Enhanced Saxo integration to include support for Block Trading accounts
- Our generic CSV file import now uses our new and much improved UI (previously available only for specific Broker Imports)
- Enhanced our ASB Securities importer to support accounts with 2FA enabled
- Added support Charles Schwab One US trades transaction file
Sharesight API
- Added additional caching to improve API response time for our new charts endpoints
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.