Sharesight release notes - October 2019
As always, October was a busy month for the product team with a lot going on behind the scenes. This included switching to a new continuous integration solution to speed up our build times, and undergoing a full independent security audit. Here’s the release highlights for October:
New Functionality / Enhancements
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Added ‘Return of Capital’ transaction type for fixed interest investments to support bonds and notes with an amortising principal.
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Ongoing improvements to the trade import UI for our Saxo integration. This will eventually be rolled out to all brokers and file imports.
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Improved Xero sync for AU trust distributions to ensure correct tax year alignment
Sharesight Usability
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Update broker import tiles with improved datepicker.
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Updated price chart symbols to indicate dividend currency.
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Improved open & closed positions toggle.
Broker Transaction Import
- Added support for TD Investing (Canada) Trade Confirmation Emails.
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.