BlogRelease Notes

Every new feature + improvement Sharesight released in 2019

by David Olsen, Content Manager, Sharesight

Last year was another big year at Sharesight, we reached over 100,000 users and month after month we released new features and improvements to make Sharesight better than ever.

While not every new feature release gets its own blog post to explain it, they are all covered in our monthly release notes so you can stay up to date with the latest improvements.

With 2019 now behind us, let’s revisit everything we released during the year.

Every new feature + improvement Sharesight released in 2019

January

Broker Import

Added CSV file import support for the following brokers:

  • Virtual Broker (Canada).

  • National Bank of Canada.

  • Qtrade (Canada).

  • Credential Direct (Canada).

  • HSBC (Canada).

Added Email contract note trade import for:

Usability

  • Release redesigned Portfolio Overview page featuring asynchronous data loading (this will allow various page speed improvements which will be released over the coming weeks).

  • Improved Add Holding Form offering major usability enhancements for mobile devices. This has been released to selected customers ahead of general release in the coming weeks.

  • Redesigned Billing Details page to provide quicker and clearer access to billing information and invoice history.

  • Improve Contract Note / Trade Confirmation Email Password field in the settings tab to clearly indicate when a password has been saved.

  • Performance calculation parameter caching released to beta users. This offers substantial page load improvements especially for large portfolios. We anticipate rolling this out to all customers over the coming weeks.

API

  • API V3 (in beta): Added valid position indicator to holdings endpoint.

  • API V3 (in beta): Added total portfolio performance endpoint.

Behind the scenes

  • Implement Cypress.io for end to end testing.

February

Broker Import

Usability

  • Replace loading spinners with ‘skeletons’ on the overview page.
  • Minor design revisions for mobile devices - removed unnecessary padding, fix alignment issues, add columns on tablet and phone landscape orientation.
  • Created a new Integrations tab and moved portfolio sharing to the settings tab. This will make it easier to configure broker integrations in future.
  • Improve CSV import screen to display values up to 10 decimal places without recourse to scientific notation.
  • Allow the use of special characters in custom group names.
  • Various bug fixes / enhancements for IE11 (But please use a modern browser if you can, IE11 is outdated and offers a poor experience by comparison).
  • Added an ex date column to the Future Income Report along with various layout improvements.

Security

  • Require confirmation of existing password when changing password.
  • Introduce Content Security Policy headers as further protection against cross site scripting (XSS), clickjacking and content injection attacks.

Sharesight API

  • API V3 (in beta): Added an endpoint to return performance for a benchmark instrument.

March

Country currency coverage

Usability

  • Introduced the ability for any of our users to add themselves to the Sharesight beta program via the My Details page.

  • Improved functionality regarding total claimable foreign tax paid on the Foreign Investment Fund (FIF) Report for New Zealand users. We now segment any FIF tax paid by their respective holdings and calculate a maximum claimable foreign tax paid per holding.

  • Introduced a minor layout change to the criteria selection on the Portfolio Overview and Individual Holding pages in preparation for some final overview changes coming in April.

  • Gmail users can set their broker email import address as a forwarding address within their Gmail client now and verify that forwarding address from within the Contract Note Inbox.

  • Enhancements to the manual Cash Account trade syncing through improved handling of unsettled trades adjustment feature and DRP trades .

  • Improvements to the new trade form, particularly in regard to the instrument search, better handling of errors and the introduction of a new exchange rate search function.

  • Improvements to the trade notification process for those using the Sharesight Connect API.

  • Fixes and improved support for 20+ contract notes.

  • Made some additional IE11 improvements following on from last month’s effort.

  • Added new broker support for Charles Stanley, Pac Partners, Craigs, Investorfirst Securities.

  • Introduced the ability for users to set a financial year end day instead of just the month (to cater specifically to our UK users).

  • Enabled handling of fractional quantities on almost all remaining markets, including the NZX and ASX to allow for investments through micro-investing platforms such as Sharesies .

  • Enabled the storing of criteria selection on our mobile app after logging out.

  • Introduced a new Sharesight20 page to feature all our Sharesight20 top 20 trades snapshots.

Sharesight API

  • API V3 (in beta): Added an endpoint to return a trade log of all interactive broker trades.

featured - Sharesight API

March

Usability

  • Following overwhelmingly positive feedback from our beta users, we Introduced a new ‘sticky’ criteria bar on the overview page, so that you don’t have to scroll up to the top of the page to alter the report settings. This is particularly useful for larger portfolios.

  • Replaced checkboxes with toggle switches for closed positions and dollar/percentage selection. This is much easier to use on touchscreens in particular.

  • Added thumbnail icons to the chart selection dropdown.

  • A range of small usability tweaks to the add holding form, including a smarter way to pre-fill the exchange rate for foreign investments.

  • Substantial performance improvements on the sold shares report, reducing the median page load time by almost 50%.

Broker Import

  • Fixes and improved support for 40+ Contract notes.

  • Added support for Internaxx Contract notes and multi trade Commsec International contract notes.

Benchmarking

  • Expanded the benchmarking function to allow you to benchmark against Unit Trusts, Managed Funds and Ordinary Shares in addition to ETFs.

Sharesight API

  • Added cash account adjustment settings in Portfolio List, Create, Show, and Update endpoints.

April

Usability

  • Following overwhelmingly positive feedback from our beta users, we Introduced a new ‘sticky’ criteria bar on the overview page, so that you don’t have to scroll up to the top of the page to alter the report settings. This is particularly useful for larger portfolios.

  • Replaced checkboxes with toggle switches for closed positions and dollar/percentage selection. This is much easier to use on touchscreens in particular.

  • Added thumbnail icons to the chart selection dropdown.

  • A range of small usability tweaks to the add holding form, including a smarter way to pre-fill the exchange rate for foreign investments.

  • Substantial performance improvements on the sold shares report, reducing the median page load time by almost 50%.

Broker Import

  • Fixes and improved support for 40+ Contract notes.

  • Added support for Internaxx Contract notes and multi trade Commsec International contract notes.

Benchmarking

  • Expanded the benchmarking function to allow you to benchmark against Unit Trusts, Managed Funds and Ordinary Shares in addition to ETFs.

Sharesight API

  • Added cash account adjustment settings in Portfolio List, Create, Show, and Update endpoints.

May

Usability

  • Improvements to streamline the onboarding flow on both desktop and mobile for new users that haven’t added any data to a Sharesight portfolio.

  • Improved placeholder text on the add holding form.

  • Display localised currency icons (ie: €,¥, $) for dividend and distribution payments on the price chart of the Holdings page.

Broker Import

  • Added file import support for New Zealand broker Hatch.

  • Added email contract note support for Mint Partners and Macrovue.

Supported stock exchanges

Sharesight now tracks 28 international stock exchanges and managed/mutual fund markets.

Sharesight API

  • Add a new optional parameter include_limited to the v3 performance endpoint (beta) - This will return limited information for holdings that exceed the allowable limit based on the users subscription.

June

Usability

  • Improved portfolio overview chart load speed via backend enhancements and additional dedicated server infrastructure to handle charting.

  • Significant improvements to the date picker when manually entering (typing a date). The improved datepicker is currently available on the Performance Report, All Trades Report and Taxable Income Report. We will be rolling this out to all other reports in the near future.

Broker Import

July

Portfolio Tracker Functionality

  • Improved Merge Holding feature to allow for the full packet level cost base history to be maintained across holdings (as opposed to transferring a single cost base figure to the new holding). This is important for Australian users to allow for sale allocation optimisation and to ensure that discount rules are correctly applied.

  • Interest payments on cash accounts are now included in the Taxable Income Report.

  • Added a new ‘Interest charged’ transaction type for manual cash accounts.

Usability

  • Significantly improved date picker rolled out to all reports.

  • Optimised instrument search on the Add Holding form for mobile devices.

  • Added ‘In this calendar year’ option to the list of predefined date ranges.

Broker Transaction Import

  • Added support for the new format Pattersons contract notes.

  • Improved support for Jarden contract notes to cover bonds and international trades.

  • Improved support for Commsec International contract notes to handle multiple buys and sells on the same document.

News Feeds

August

  • We have updated ETF distribution information available for the FY19 Australian tax year for all iShares (BlackRock), Russell Investments, ETF Securities and Vanguard ETFs from Sharesight partner Computershare. This means that for the majority of ETFs in Australia, users will not need to manually update their ETF distribution components from their AMMA statement using Sharesight’s pro-rata form to add this information to their portfolio.

  • We now allow you to override the foreign withholding tax rate individually against each foreign holding in your portfolio. You’ll find this under ‘holding settings’ on the holding page.

  • For Australian users, we now have more accurate exchange rate information available for foreign currency dividends paid by ASX listed instruments, so that your AUD totals exactly match your dividend statement.

Sharesight Usability

Broker Transaction Import

  • Added support for Evans & Partners International contract notes.

  • Integration with Saxo Online Trading released as a beta feature.

September

New Functionality / Enhancements

  • Added the ability to update the cash account transaction type for cash accounts that are synced from Xero. This allows you to correctly categorise interest payments for including in the Taxable Income Report.
  • Increased the precision of the Average purchase price (Cost Base) to 3 decimal places under the Holding Information section on the Holding Page.
  • Improved reporting of portfolio usage on the billing page for Pro users.

Sharesight Usability

  • Redesigned File Upload page for the CSV file importer.

Broker Transaction Import

  • Added support for Support Wilson International Contract notes.

October

New Functionality / Enhancements

Sharesight Usability

  • Update broker import tiles with improved datepicker.

  • Updated price chart symbols to indicate dividend currency.

  • Improved open & closed positions toggle.

Broker Transaction Import

November

New Functionality / Enhancements

Broker Transaction Import

December

New Functionality / Enhancements

Sharesight Usability

  • Rebuilt our change plans page for retail customers, to make it clearer and easier to compare the different functionality offered on each plan.

  • Rebuilt our custom groups user interface for improved usability and to bring it in line with the javascript library (React) that we are using to progressively modernise our front-end technology.

  • Minor design tweak to improve tooltip readability.

Broker Transaction Import

Here’s to an amazing 2020!

The Sharesight team thanks all our loyal users, Sharesight Pro clients and Sharesight Partners for joining us on this journey!

If you don’t yet use Sharesight, join over 100,000 users by signing up for a free account today!

FURTHER READING

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