Sharesight release notes - October 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.
Broker Import Functionality
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Added support for Everblu Capital (Australia)
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Added support for Peloton Capital (Australia)
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Improved support for Hargreaves Lansdown to handle US Trades (UK)
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Added support for Mac Equity Partners (Australia)
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Added support for Merchant Group (Australia)
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Added support for Cove Capital (Australia)
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Added support for GBA Capital (Australia)
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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
Tax loss selling for Australian investors
A tax loss selling strategy can offset some of the capital gains you incurred during the year. Sharesight's unrealised CGT report can help.
EOFY checklist for Australian investors
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.
Sharesight product updates – April 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.