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
You can time the market – and ETFs are the way to do it
Marcus Today founder and director Marcus Padley discusses timing the market, and how investors can do this using exchange-traded funds (ETFs).
Morningstar analyses Australian investors’ top trades: Q1 2025
Morningstar reviews the top 20 trades by Australian Sharesight users in Q1 2025, and reveals where their analysts see potential opportunities.
Sharesight product updates – April 2025
This month's focus was on improving cash account syncing, revamping the future income report and enabling Apple login functionality.