Sharesight release notes - May 2020
May was another busy month for the product team as we continue to scale out our infrastructure and onboard new staff. A key highlight for the month was rolling out our new and much improved broker file importer UI to around half of our supported brokers. Work on the new importer is continuing at pace and we expect to roll it out more widely over the coming month.
Tax Reporting
- Improved income year date matching for all Australian unit trust distributions
Sharesight Usability
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Added broker import tiles for Interactive Brokers, Selfwealth and Robinhood to better expose our support for these popular brokers
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Added Suggested Prices, Exchange Rates, and Currency Codes into the new broker file import UI
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Enhanced caching logic to further improve the time that it takes to generate performance reports
Broker Transaction Import
- Added support for BT Panorama
Sharesight API
- API V3 - added option to enable quantity validation when creating trades
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.