Blog | Product updates
Sharesight release notes - November 2020
by Scott Ryburn, CTO, Sharesight | Dec 6th 2020
November saw a number of key releases, including the new trade source informaton tooltip and a beta release of Sharesight's Foreign Currency Report.
New Functionality / Enhancements
- Further enhancements to our new Foreign Currency Valuation report to Expert plan users with beta features enabled.
- A trade source icon and associated tooltip is now available against all trades in Sharesight to indicate the origin of the trade (eg Sharesight API, trade confirmation, manual entry etc)
Broker Import Functionality
- Added support for Superhero trade confirmations (Australia)
- Added support for TD Ameritrade trade confirmations (US)
- Added support for Firstrade trade confirmations (US)
- Added support for Stellan Capital trade confirmations (Australia)
- Added support for Merrill trade confirmations (US)
Sharesight API
- V3 API - Added owner name attribute to the GET portfolios endpoint
FURTHER READING
Investing tips | Product features
Tax loss selling for Australian investors
by Stephanie Stefanovic | Apr 30th 2026
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
Investing tips
EOFY checklist for Australian investors
by Stephanie Stefanovic | Apr 30th 2026
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.
Product updates
Sharesight product updates – April 2026
by Milly Brent, Business Analyst at Sharesight | Apr 16th 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.