Blog

Sharesight release notes – July 2022

by Ben Clendon, Head of Product, Sharesight | Aug 8th 2022

In July, the key update was our expansion into Latin America, with support for the Brazilian, Mexican and Peruvian stock exchanges.

Sharesight-July-Release-notes

UX / Usability improvements

  • The new breadcrumb navigation was rolled out to the holdings page and 11 reports

  • Added an ‘add to home screen’ prompt on Android devices when visiting Sharesight on a mobile device

  • Introduced several new colours to closer align the product with our brand moving forward

New functionality / Enhancements

  • Added support for the Brazilian, Mexican and Peruvian stock exchanges

Broker import functionality

  • Introduced support for historical trade imports from TD Ameritrade (US) via CSV file

  • Introduced support for historical trade imports from CMC via CSV file

  • Added support for DBS Vickers trade confirmations

  • Added support for Qtrade trade confirmations

  • Added support for historical trade imports via XLSX files for Bell Direct, Bell Potter, Desktop Broker, Macquarie and HSBC Australia. This is in addition to our existing CSV file support for these brokers.

FURTHER READING

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You can time the market – and ETFs are the way to do it

by Marcus Padley | Apr 15th 2025

Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).

Morningstar analysis Q1 2025

Morningstar analyses Australian investors’ top trades: Q1 2025

by Mark LaMonica, Morningstar Director of Personal Finance | Apr 9th 2025

Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.

Sharesight April product updates 2025

Sharesight product updates – April 2025

by Ben Clendon | Apr 8th 2025

This month's focus was on improving cash account syncing, revamping the future income report and enabling Apple login functionality.