Sharesight product updates – March 2024
Next week we bring on a business analyst dedicated to supporting our market data feeds. Being able to provide specialist roles as we grow not only allows us to expand our feature offering but it also allows us to provide more stability and reliability to each of our functional areas.
From 1 April we will also see our development team expand from six to seven permanent cross functional teams. These teams each have a mixture of frontend and backend engineers, as well as design and product expertise. We now have teams dedicated to our security and infrastructure, billing, reporting, market data onboarding and more.
New functionality / enhancements
- Added support for 1,974 exchange-traded commodities. An example listing is IBIT.NASDAQ - iShares Bitcoin Trust
- Migrated our CSV import functionality onto a new architecture which removes most timeouts from large trade file imports. Initially the max number of trades will be 1,000 per trade file, but this will be expanded in the coming weeks up to 5,000 trades
- Migrated our performance report onto new architecture, removing timeouts from this report. After feedback following the initial release, we will continue to support the previous xlsx download structure as well as our new format. Performance report PDFs now download immediately
- We now display the two-factor authentication status of staff users to our professional users on the staff dashboard
- We’ve introduced an asset classification section to our new holdings (beta) page
- We have introduced country and income type (dividend or interest) fields to the foreign income section on all taxable income reports. Previously these columns displayed on the New Zealand taxable income report only.
Broker import functionality
- Added support for Betashares trade confirmations.
FURTHER READING
How Sharesight helps advisors track net worth and simplify compliance
We talk to Ryan Jones, Partner, Accountant and Financial Advisor at Jones Louros, about how he uses Sharesight to manage his clients’ investment trusts.
Automatically track Swissquote trades with Sharesight
If you trade using Swiss broker Swissquote, you can automatically import your trading data to your Sharesight portfolio.
Dividends vs. share buybacks: Which is better for investors?
We take a look at dividends and share buybacks, discussing the pros and cons of each, the tax implications and which one is more beneficial for investors.