Sharesight product updates – July 2024
This month we continued to focus on our broker connections. Seamless integrations are a key part of ensuring the Sharesight experience is as smooth as possible. In addition to our expansion in broker support, we have also started to roll out small UX changes across the onboarding journey. You’ll see an increase in these changes throughout the rest of the year. Finally, we introduced the new holdings page to consolidated views, drawing to a close one of our longer-running technology upgrades.
New functionality / enhancements
- We now offer payments via AMEX in Britain and the European Union
- We have switched our billing in European countries from USD to EUR, removing exchange rate conversion fees for our European customers
- Expanded support to another nine cryptocurrencies, including ONDO, PYTH, PRO, PEPE, SUI, ZRX, OXT, OMG and MEW
- Improved the functionality on our API transaction history logs, primarily to benefit our partners API developers
- Rolled out the new holdings page to consolidated views.
Broker import functionality
- Added support for Finclear trade file imports
- Added support for Openmarkets trade file imports
- Added support for trade confirmation imports via National Bank Direct Brokerage
- Added support for the seamless import of historical and ongoing E*TRADE trades using Snaptrade.
FURTHER READING
Everything you need for tax time: A guide to Sharesight's Tax Pack
The Sharesight Tax Pack is built to give you everything you need to complete your investment tax, with none of the stress. Keep reading to learn more.
How SMSF trustees can get EOFY-ready
In this article, we discuss the best Sharesight features for SMSFs, and how SMSF members and trustees can get EOFY-ready with Sharesight.
Division 296 tax: Essential strategies for SMSF trustees and advisors
For those who were unable to attend our Division 296 tax strategy webinar with Meg Heffron, you can watch the full video here.