Sharesight release notes - May 2019
We’ve been busy in May with some infrastructure work to improve site performance and support our ever growing user base. We’ve also been continuing to work on our Interactive Brokers Integration with a range of bug-fixes and enhancements, and anticipate a public release before then end of June.
Users who want early access to features we’re developing like our Interactive Brokers Integration, should join the Sharesight Beta Program.
Sharesight development release highlights for May:
Usability
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Improvements to streamline the onboarding flow on both desktop and mobile for new users that haven’t added any data to a Sharesight portfolio
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Improved placeholder text on the add holding form
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Display localised currency icons (ie: €,￥, $) for dividend and distribution payments on the price chart of the Holdings page
Broker Import
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Added file import support for New Zealand broker Hatch
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Added Trade Confirmation Email support for Mint Partners and Macrovue
Supported stock exchanges
Sharesight now tracks 28 international stock exchanges and managed/mutual fund markets.
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Added support for Shenzhen Stock Exchange (Sharesight code SHE)
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Added support for Korea Exchange (Sharesight code KRX)
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Added support for Taiwan Stock Exchange (Sharesight code TAI)
Sharesight API
- Add a new optional parameter include_limited to the v3 performance endpoint (beta) - This will return limited information for holdings that exceed the allowable limit based on the users subscription
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.