Blog

Sharesight release notes - April 2019

by Scott Ryburn, CTO, Sharesight | May 8th 2019

April has been noteworthy for the pre-release of our Interactive Brokers integration to an enthusiastic beta group. We’ve received a lot of great feedback and will be continuing to enhance and fine tune things over the coming weeks ahead of releasing this to all customers.

There’s been plenty else happening too, read on for more.

Sharesight release notes April 2019

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+ brokers' Trade Confirmation Emails

  • Added support for Internaxx and multi trade Commsec International Trade Confirmation Emails

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

FURTHER READING

June product updates

Sharesight product updates – June 2024

by Ben Clendon | Jun 11th 2024

Key updates this month include the deployment of the new holdings page to all users, additional broker support and improvements to reporting and trade creation.

Record-keeping requirements for Australian investors

Record-keeping requirements for Australian investors

by Stephanie Stefanovic | Jun 6th 2024

Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.

How SMSF trustees can get EOFY-ready

How SMSF trustees can get EOFY-ready

by Stephanie Stefanovic | Jun 5th 2024

Keep reading to learn more about how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.