Sharesight product updates – February 2024
This month saw us wrap up our exposure report project with the introduction of exposure report downloads and some other final tweaks to the report. In addition, work continues on our new holdings page and we are currently on track to see this initial phase of work completed by the end of March.
We continue to stay focused on the onboarding experience of new customers, and introducing CSV and trade confirmation support to more global brokers.
New functionality / enhancements
- Introduced some additional functionality to our new (beta) holdings page, including:
- Linking through to bulk confirmations for a holding
- New styling and badges on the trades and income section
- Added DRP configuration to the edit holding section
- Plus a number of other small changes as we close in on the end of this redesign and technology upgrade to the holdings page.
- Addressed some usability issues by increasing our default 13px font to 14px across the entire product
- Added support for exposure report PDF and XLSX downloads
- Added a badge to the residual ETF section of the exposure report indicating the number of holdings that make up the residual, where that number is greater than 20 investments.
Broker import functionality
- Added support for JP Morgan Chase & Co (USA) CSV trade file imports
- Added support for PSG Wealth (South Africa) CSV trade file imports
- Added support for Coinbase and Elston 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.