Sharesight product updates – August 2024

You may have noticed over the last couple of weeks that we have removed the link through to the old holdings page. With the old page gone, we have now turned our attention to new feature development. Our first addition is the display of company logos for investments in a portfolio where we have them available. The dataset we are using has around 130,000 logos, covering many of our key markets.

We also rolled out our first step towards customisable reporting in the form of a column selection. You will see numerous changes in this space over the next six months or so. We also had a busy month expanding our broker integration support and added the ability for brokerage fees to be recorded in any currency.

New functionality / enhancements

• We now accept trades with brokerage fees in any currency
• We now send a notification to Interactive Brokers customers when their web service integration credentials have expired, providing instructions on how to renew
• We now allow for columns to be added or removed from the following reports: performance, diversity, exposure, sold securities and historical cost
• Added support for the Deutsche Börse Xetra (XETR) stock exchange
• Added support for the CBOE Australia (CXA) stock exchange.

Broker import functionality

• Added support for the seamless import of historical and future Robinhood trades using Snaptrade
• Added support for Raiz trade file imports
• Expanded our existing support for the following brokers to include additional trade file formats: Commsec, HSBC AU, Macquarie, Bell Direct, Desktop Broker and Ausiex
• Added trade confirmation support for the following brokers: Prenzler group, Merchant Capital Partners, Suubee, Investmart and MST Financial.

FURTHER READING

• Sharesight product updates - July 2024
• Sharesight product updates - June 2024
• Sharesight product updates - May 2024