Blog

Sharesight release notes - October 2021

by Scott Ryburn, CTO, Sharesight | Nov 9th 2021

In October our new Multi-Period Report went live for Expert plan and Pro users. We also shipped a major update to our Interactive Brokers (IB) integration for Sharesight Pro, allowing all Sharesight Pro users to self provision an IB integration to sync trading data across all client portfolios.

Sharesight Release Notes October 2021

Broker Import Functionality

  • Added support for Everblu Capital (Australia)

  • Added support for Peloton Capital (Australia)

  • Improved support for Hargreaves Lansdown to handle US Trades (UK)

  • Added support for Mac Equity Partners (Australia)

  • Added support for Merchant Group (Australia)

  • Added support for Cove Capital (Australia)

  • Added support for GBA Capital (Australia)

  • Added support for Finclear (Australia)

Sharesight API

  • V3 - Added an User ID attribute to the Portfolio List and Show endpoints to identify the Portfolio Owner, this allows API users to correctly identify shared portfolios

FURTHER READING

Morningstar FY25 analysis

Morningstar analyses Australian investors' top trades of FY25

by Shani Jayamanne | Jul 1st 2025

In this article, Morningstar reviews the key events of FY25 and shares three stocks their analysts are watching closely.

SIAA Conference

Key takeaways from SIAA 2025: Trends, insights & industry highlights

by Stephanie Stefanovic | Jun 30th 2025

We summarise the key takeaways from the 2025 SIAA conference in Sydney, covering industry insights, market trends and the future of financial advice.

Data protection

5 ways Sharesight keeps your data safe

by Ben Clendon | Jun 22nd 2025

Here at Sharesight, we maintain constant vigilance around cyber security. In this blog, we discuss five ways Sharesight keeps your data safe.